At our office, every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.
After receiving a bachelor's degree in marketing from Indiana University of Bloomington, I began my Edward Jones career in 1988 as a transitional representative. In 1991, I opened Kokomo's first Edward Jones office. Today, Edward Jones serves the community from nine convenient locations.
I served as a regional leader from 2009-2018, at which time I was responsible for leading more than 50 financial advisors located throughout central Indiana.
In 2013, I was named a principal with the firm. In 2021, I qualified to attend Edward Jones’ annual Managing Partner’s Conference, an honor reserved for the firm’s top 350 financial advisors. This was my sixteenth year as a qualifier.
My wife, Christy, and I have two sons, Aiden and Nolan. Both boys are both active in baseball and basketball.
Each year, I proudly participate in and support multiple charitable events, such as WeCare, Toys for Tots and Alzheimer's Awareness. I have coached boys' basketball and baseball in our community. I have also served on boards, including the Kokomo Revolving Loan board and St Joseph Hospital Finance Committee.
My senior branch office administrators, Trudy and Jamilee, have 46 years of combined experience, and are dedicated to providing you with the highest level of service possible. They also support the community by being involved in We Care, Toys for Tots and Alzheimer's Awareness.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Business Retirement Plans
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Community Outreach
- Vintage Cars
- Auto Racing
Office Address2100 South Washington
Kokomo, IN 46902 opens in a new window