I first aspired to be a financial advisor as a child watching my Dad work at Edward Jones. Any time we were out on an errand or around town, inevitably there would be several people who knew him and would come up to introduce themselves and tell me how grateful they were for the work he did with them. I knew I wanted to have that same impact on people as I grew up. After finishing school, I worked for two other firms before deciding Edward Jones was the company I wanted to partner with. Having seen their priorities and the ways they work with and help clients achieve their goals made the choice a simple one.

My wife Katie is a physician locally and we recently had our first child. We enjoy traveling, gardening and spending time playing with our dog and son.

I firmly believe that investing in my own education is one of the best ways to ensure I can do the most for my clients. I attended Miami University and obtained a degree in finance and am a holder of the CFP® mark.

My branch team includes both myself and Nancy Dawson, whom I consider myself lucky to work with. She works every day to create a better experience for clients and help meet their wants and needs.

Nancy and I are always looking for ways to do more for our clients. We know their time is valuable and we strive to be a resource for them to assist them in all aspects of their financial life.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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