Growing up, I always had an entrepreneurial spirit and mindset. After graduating from Hillsdale College, I was a business owner and partner in a couple of different companies. It was during this time that a few personal experiences established the understanding of the importance of the role of a financial advisor. I saw my parents get taken advantage of by an independent advisor who cared more about the fees and commissions he made by selling junk investments, than the success of my parent's retirement. My own personal advisor didn't understand my needs as a business owner with a growing family or his role as part of my advisory team along with my CPA and attorney. It seemed the more I looked around, the more I saw a need for someone who would put the needs of others before their own.

In my search for a financial firm to help me serve others, I found Edward Jones. In doing a comparison among the financial firms I interviewed, they matched up with my belief system in putting others needs before my own. After 13-plus years, I still believe this to be true.

I am a family man, a business owner, involved in my church and community, and I love serving and helping others. I want to understand what is most important to you, so we can use an established process to build personalized strategies to help achieve your goals. We will partner together throughout your life to help keep you on track for what is most important to you. This will include working with your other strategic partners including CPAs, estate attorneys and business attorneys to help make sure you are protected and prepared for the "what ifs" in life.

Partnering with a financial advisor is a personal and important decision. I understand this and look forward to learning more about you and your goals. Please contact our office to start a conversation today.