As a financial advisor with Edward Jones, my primary goal is to understand what’s important to you and to help develop personal strategies geared toward your unique long-term goals. My practice has been built over the last 20 years by focusing on the needs of my clients. Whether it be paying for their children’s education, reducing their tax burden or planning for a fulfilling retirement, we work tirelessly to help make it happen for them.

I became a financial advisor with Edward Jones in 2002. My branch office administrator, Jana Matthias, joined me in 2005. As a team, we pride ourselves on providing our clients the most ideal client experience. We are blessed to be able to serve the Elkhart community.

I received my bachelor’s degree in electrical engineering from Purdue University in 1994 and my Master of Business Administration from Indiana University South Bend in 2000.

My wife, Kimberly, and I live in Elkhart where we both were born and raised. We have three children, two of which still call Elkhart their home.

In addition to working with clients, I am very active volunteering my time in various leadership capacities within Edward Jones. I have served as a mentor, a visiting veteran for training classes, recruiting leader and currently, I am responsible for inclusion for the state of Indiana.

It is extremely important to me to give back to the community that has given me so much. That’s why I serve on the board of trustees for the Community Foundation of Elkhart County. In addition to serving on the board, I also serve on the executive committee.

As an immigrant to this country, my father taught me that with thought and planning you can achieve whatever you put your mind to. My passion is helping others organize and set goals in order to live the life they want.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Soccer
  • Volunteering
  • Golfing
  • Traveling

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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