Since moving to St. Joseph in 2011, it has been important for me to find ways to serve the St. Joseph area. It is where my wife, Emily, and I decided to build a life together, and where our daughter was born. Three years ago, I began a journey to serve my community as a financial advisor with Edward Jones.

My branch focuses on serving the St. Joseph area, the families of business leaders and business owners. We use intentional strategies and service to achieve the goals that are most important to them. Our team works to address all of their needs, be that insurance protection, retirement planning or business succession. I am passionate about changing the lives of my clients and the community.

I value personal relationships based on a deep understanding of your situation and financial goals. It is very important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to help you reach your long-term goals.

As a financial advisor, I enjoy getting to know my clients personally and helping them work toward reaching their financial goals. We use an established process to learn about what is important to you and help you build personalized strategies to help achieve your goals. We hope to partner together with you and your family throughout your lives. I always get excited to see clients earn their diploma, attend their retirement celebrations or see a picture of their new lake house. To feel I may have played a small part in my clients reaching their goals is why I love my career.

Focus areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • College Savings
  • Business Retirement Plans

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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