Starting with Edward Jones in 1980, I moved to this community to help serve serious, long-term investors in south-central Ohio. Being only one of 12 offices in Ohio at the time, a great deal of time initially was spent on educating possible clients as to who we were and what we were hoping to help them accomplish.

Joining a local church and local organizations, I got involved in helping folks plan for college expenses and retirement, as well as how to pass assets on to the next generation. 43 years later, I have forged many relationships that span two, three and even four generations.

Married to a "local girl", we reside in northern Ross County on a property that has been in her family since 1834. We have two adopted daughters (both much, much cuter than their father) who are currently homeschooled by their mom.

I have a passion for diversity and inclusion and bring years of insight and perspective to the advice I share with clients. It is more than "what did the market do today"; it is about helping you follow your dreams and goals in a manner that allows you to cope with the challenges of change, economic fluctuations and sensational headlines.

I hope I can help you with the goals and aspirations that you have for yourself, your parents, your children and grandchildren. It all starts with a conversation – so let's begin.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Business Retirement Plans
  • College Savings

My Personal Interests

  • Gardening
  • Farming
  • History and Museums
  • Basketball
  • Antiquing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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