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. Forty 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 you, 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
WeekdayAvailability
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

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More