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. I can also help with your retirement savings, so you have more options when you retire.

In 1994, I began my Edward Jones career in Battle Creek. I became a limited partner with Edward Jones in 1998 and was a general partner from 2010-2013.

I have held numerous leadership positions providing mentoring, training and advanced strategy education to financial advisors throughout the nation. I was a regional leader for Southwest Michigan from 2006-2013, leading financial advisor teams to help them identify client goals and implementing strategies to achieve those goals.

I earned a business associate degree in 1977 at Lansing Community College. In addition, in 2002, I received the AAMS® designation from the College for Financial Planning.

My wife, Beth, and I have two sons, Drew and Mark. Born and raised in Battle Creek, I left in 1972, returned and have lived in Battle Creek since 1993. Our son, Mark, works for Edward Jones at our home office in St. Louis. He joined the firm in 2011 as an analyst in our product review department and became a general partner in 2020.

My branch office administrators, Patti Wojdyla and Sarah LaFountain, have 19 years of combined experience and are dedicated to providing you with the highest level of service possible.

Over the past 25 years, we have been active in the Walk to End Alzheimer's. Edward Jones is the national corporate sponsor for these walks. I have also been active in our church, the Chamber, Battle Creek Community Foundation and Rotary Club.

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.