I began building my practice with Edward Jones in the Lowell community over 20 years ago. I enjoy helping others and have always had a passion for finance and investing. I am blessed that being a financial advisor allows me to do both. I'll never forget the day, we all remember very well, September 11, 2001. I had the privilege of working alongside my clients and helping them through this very difficult time. This experience certainly strengthened our relationships and increased the level of trust we had for one another.

As a financial advisor, it's important for me to take the time to get to know what's important to you. Whether you're preparing for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we are always putting your best interests first and striving to create the ideal client experience like no one else.

My branch team includes Sara Nelson, our branch office administrator. We also have branch associates Lynda Bar and Mason Godbold. Our team is kind, caring and attentive in providing our clients with the service they deserve.

On a personal note, I live in Lowell and am married to my wife, Tracy, of 27 years. We have three children, Haley, Mason and Weston. I enjoy the great outdoors and giving back to our community through ways of service.

At Edward Jones, we have an established process to help you build personalized strategies to help reach your goals. My ask is that if you are serious about taking control of your financial future, it would be my privilege to partner with you. Let us show you how we can make a difference!

Focus areas

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

Office Information

Mailing Address

P O Box 26 Lowell, MI 49331

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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