I believe in a comprehensive financial approach that begins by understanding and clarifying your goals and expectations before investing your money. I joined Edward Jones as a financial advisor here in my hometown of Mount Vernon in 1999. Since then, I have enjoyed building long lasting and trusted relationships with my clients to help them achieve their financial goals. I bring my heart of a teacher to my practice, educating my clients on investing principles, retirement strategies, and estate and legacy strategies. My branch office administrators Debbie Kennedy and Mike Fithian have over 26 years of combined experience at Edward Jones and are dedicated to providing our clients with the highest level of service. I enjoy working as a team alongside you, your CPA, attorney, and other professionals to deliver a comprehensive strategy to help you achieve your goals. My practice focuses on retirees, pre-retirees, business owners and families that seek to create multigenerational wealth.

I earned a bachelor's degree in business administration from Hope College in Holland, Michigan in 1999. In addition, I earned the AAMS® designation in 2006. In 2012, I earned the Certified Financial Planner™ certification. Over the years, I have enjoyed serving in various coaching and leadership roles with Edward Jones and was made limited partner with the firm in 2007. From 2014 to 2018, I was the Ohio Chair for the Edward Jones Grassroots Taskforce, traveling to Washington DC each year to speak to our elected leaders in the U.S. Senate and House of Representatives about legislative and regulatory issues that impact individual investors. Currently, I serve as the vice president of the Kokosing Gap Trail Board.

My wife, Melissa, and I have been married since 2005 and we have two sons, Josh and Matthew. We live in Mount Vernon and we enjoy outdoor activities such as riding bicycles, hiking and snow skiing.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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