As an Edward Jones financial advisor, your goals are my priority. I believe understanding each client's individual story is of the utmost importance.

What's your vision of retirement? When do you want to retire? Can you get there? How do you get there? These are all important questions to address in the planning process.

My clients and I partner together to build fine-tuned financial strategies utilizing detailed risk analysis measures and leveraging our firm's sophisticated technology. We paint-the-picture of, "when, where, what, why and how," to tailor a custom plan to fit your unique situation. We take careful consideration of each client's risk tolerance and time-horizon to various goals.

Do you have a current plan? Are you familiar with the investments within it? Do you have 100% confidence and conviction in your plan?

I offer complementary reviews of current plans. Think of it as a financial health "check-up." You'll receive an in-depth analysis of the plan itself and the investments within. My goal is to help individuals in the community achieve their financial goals. The markets can be scary at times; your long-term strategy shouldn't be!

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Portfolio Reviews

My Personal Interests

  • Rugby
  • Horseback Riding
  • Cooking
  • Golfing
  • Health & Nutrition

Office Information

Office Address

10127 26 Mile Road Ira, MI 48023

Mailing Address

Po Box 395 New Baltimore, MI 48047

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 07:30PM
Tue 08:00AM - 08:00PM
Wed 08:00AM - 07:30PM
Thu 08:00AM - 08:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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