I believe it is important, as an Edward Jones financial advisor, to understand what you are working toward before you invest your money. Engaging with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I want to understand what is important to you. We will partner together throughout your life to help keep you on track.

Growing up in Ponshewaing on Crooked Lake, I have been a lifelong resident of the Little Traverse Bay area. I accepted a Bachelor of Science from Northern Michigan University and feel fortunate to be able to raise my family in Petoskey. Mary and I have been married for over 30 years. We have two children, Chase, 26, and Noah, 22. I am passionate about this great lake life we live.

In 1998, I joined Edward Jones as a financial advisor, opening the firm's second branch in Petoskey. I became a limited partner with Edward Jones in 2007.

I have been serving as chair of the State of Community Luncheon since 2013; president for Ducks Unlimited of Northern Michigan, 1996-2002; board of trustees on the Sunrise Rotary club, 2001-2003; Petoskey Regional Chamber of Commerce board of directors and president, 2001-2005; Crooked/Pickerel Lake board of directors, 2005-2006; North Central Michigan College Foundation executive and finance committees, 2005-2018; Crooked Tree Arts Center board vice-chair and later as chair, 2013-2018; and president of the Petoskey Football Boosters, 2013-2018.

With my branch office administrator Wendy Neff, we focus as a team on what matters the most to you.

Relationships are important. We are proud of the personalized experience we provide for each client and their family. We continue to be inspired as we help our clients identify, develop, reach and exceed their goals. Whether your goal is to educate a child, buy a cottage, plan a wedding or retire and take a dream trip, we are here to assist you.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Volunteering
  • Spending Time with Family
  • Traveling
  • Hunting
  • Fishing

Office Information

Office Hours

Office Hours
Mon Closed for Holiday
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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