As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what is important to you before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

In 1989, I joined Edward Jones as a financial advisor; I became a limited partner in 1996. In addition, I was named a principal with the firm in 2011 through 2017, with responsibilities as regional leader for central Ohio.

I am very active in our wonderful community and am on the executive committee and board of directors of Mary Rutan Hospital. I am past president of Bellefontaine Rotary club, co-founder of the Downtown Bellefontaine business partnership and past board member of Habitat for Humanity.

Our team is dedicated to providing you with the highest level of service possible. Senior Branch office administrator and registered assistant Rob Powell has been with us since 2013. Senior Branch office administrator Lisa Knight directs the office activities and Debbie Akers handles clients' needs. Our team, along with my 30-plus years of experience, provides a client experience like no other.

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.



Work History
Edward Jones
June 1989 - Present


Education History
Missouri State University
Bachelors


Invested in the Community

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Wealth Strategies

My Personal Interests

  • Personal Fitness
  • Spending Time with Family
  • Running
  • Scuba Diving
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

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