As an Edward Jones branch team, every strategy we offer and every solution we recommend is based on what's most important to you. I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is my mission to help my clients organize, plan, protect and transfer their wealth.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.
Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
I began my Edward Jones career as a financial advisor in 1999 and opened the firm's second office in my hometown of Wapakoneta. I became a limited partner in 2003, became a regional leader in 2013 and was named a principal with the firm in 2016.
My wife, Jaime, and I have been married for 23 years and have two children, Abby and Nathan. We have lived in the Wapakoneta area all our lives.
Active in the community, I am a member of Wapakoneta Service Club and Wapakoneta YMCA, and serve on The Ohio State Fisher College of Business Alumni Board and Wapakoneta Area Community Foundation.
My senior branch office administrators, Jeanne and Cindy, have 37 years of combined experience and are dedicated to providing you with the highest level of service possible.
Please contact me to discuss your situation and options and allow me to share with you our value proposition, integration process and philosophy.
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- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Portfolio Reviews