As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney, and other professionals, I can help determine the most appropriate financial strategy for you and your family.
After my 16 years as a trader in New York City on the New York Mercantile Exchange and after 9/11, I returned to my Columbus, OH roots in 2003 to join Edward Jones. As a financial advisor first in Westerville, I have now been serving my clients in my Delaware, OH office since 2004.
In 2007, I received a limited partnership with Edward Jones and also earned the AAMS® professional designation from the College for Financial Planning. I have served the firm as a field trainer, mentor, level leader, secondary recruiting leader, diverse inclusion leader, solutions system coach, and now as an Area BRIDGE Leader for Diversity & Inclusion. I am also a proud graduate of The Ohio State University and earned my MBA from Fordham University.
My wife, Denise, and I reside in Delaware County, and we have two adult children, Lauren and Ryan, both pursuing future careers in the health services profession. As a family, we enjoy traveling, cooking (shows), soccer, tennis and OSU athletics (me).
In Delaware, I am a long-time member of the Delaware Area Chamber of Commerce, an alumnus of Leadership Delaware and a past and current supporter of several Delaware charities and the Olentangy Local School District.
My senior branch office administrator, Delilah Hetterscheidt, is dedicated to providing you with the highest level of service possible. In 2018, she received a limited partnership with the firm.
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.
My Personal Interests
Office Address15 North Sandusky Street
Delaware, OH 43015
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 06:30PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
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