I am a financial advisor primarily for a select group of successful community members and business owners who, among other things, aspire for a work-optional lifestyle.

I got into this business to help individuals and families in the community that I live achieve goals and dreams that they thought may not be attainable. Through Edward Jones and our refined process, we can put all of the pieces of a client's puzzle together to make sure we achieve those goals and dreams. By understanding what is most important to our clients, our team is able to put a customized strategy in place to help achieve set goals. We also partner with them over the course of their life to make sure we stay on track.

I grew up in a small town north of Germantown and moved my family into town in 2017. My wife, Lauren, and I are passionate about our family and our community. We have two children who are active within community activities. When I'm not working, I'm active in Lion's Club, Rotary, golfing, traveling, and of course, making memories with my family.

Kelly Richter, our administrator, has been a part of our branch team for more than 10 years and has done a wonderful job supporting Germantown and building relationship with all of our clients.

If you have questions or would like some assistance with planning for your retirement or living through your retirement, please feel free to contact us here at the office. We'd be happy to partner with you.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Insurance & Annuities
  • Portfolio Reviews

My Personal Interests

  • Golfing
  • Traveling
  • Spending Time with Family
  • Community Outreach

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 By Appointment Only
Sun Closed

Branch Team

Email Me

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