Growing up, I knew I wanted to have a career in which I could help people. What I didn't know was the path that would lead me to being a financial advisor with Edward Jones.

My academic background in economics and finance led me to jobs in corporate finance and management. I say jobs and not career because I never felt a true calling and passion about those positions.

As a financial advisor, I enjoy the opportunity to partner with clients to create and implement strategies that work toward their specific goals and make a positive impact on their lives.

Whether it's planning for retirement, navigating a job, career or life change, saving for the education of your children or grandchildren, or protecting the financial future of the ones that we care the most for, we take the time to identify each goal and develop a strategy to address it. I also coordinate and work in tandem with other professionals including CPAs, estate planning attorneys and life insurance specialists to execute needed actions.

During our initial visit, I will ask questions, listen carefully to the answers and clarify them so that I can truly understand my clients' needs and what is important to each person.

After being in the financial services industry for over 20 years, I have found that my clients really appreciate the time I take to educate them on the strategies and investments we will be using, which helps them feel more comfortable when making decisions.

I received my undergraduate degree from Elmhurst College and an MBA from the University of Chicago Booth School of Business, as well as achieving my CFP® certification. I hold a life, accident and health insurance license as well as FINRA 7, 63 and 66 registrations.

I was named among the 2022 Forbes Best-in-State Wealth Advisors ranking. (2022 Forbes Best-in-State Wealth Advisors for Michigan, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.)

Our team includes Sr. Branch Office Administrators Jill McCarthy and Robin Nunn, who have over 30 years of combined experience and are dedicated to providing you with the highest level of service possible.

I reside in Rockford, MI with my wife and three children. I enjoy spending time with my family, traveling, boating, hiking and biking. I am also involved with a number of community efforts.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Basketball
  • Traveling
  • Golfing

Office Information

Office Hours

Office Hours
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 Closed
Sun Closed

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