My Edward Jones career began in 2004 as a financial advisor in Owosso and I became a limited partner in December 2017. I am responsible for assisting other financial advisors in an area encompassing Bay City to Grand Blanc as a business coach focusing on goal setting and retirement strategies.

My studies included graduating in 1990 from Baker College with a bachelor's in marketing and management. In 2008, I earned the AAMS® designation and I earned the CFP® designation in 2015.

I am blessed to have been married to my wife, Tracey, for over 25 years and we have one daughter, Aubrey, who lives in New Jersey with her fiancé.

Being an active member of the community is very important to me. Some groups I participate with are the Curwood Festival Board of Directors, in which I have been involved for over 30 years as a volunteer leading the kids parade. I am also a Fourth Degree Member of the Knights of Columbus, a Charter Member of the Lions Club and also a Chamber of Commerce member.

Our branch team is focused to give you the commitment you deserve. It is important for us to understand you and help identify and prioritize your specific financial goals all while building the foundation of a strong relationship together.

Each individual and family is unique, and we are accommodating to all circumstances. We will help guide you through the beginning of setting up a 529 or Custodian account for children or grandchildren and provide your insurance needs in case of any unforeseen circumstances, rollovers and transfers for career advancements, and also through estate needs.

We are willing to communicate to build a strong relationship by phone, Zoom, Webinar or face to face. I would be honored to get to know you. Please call us today at 989-729-1313 to set up a time to discuss your future.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Running
  • Golfing
  • Traveling
  • Volunteering

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 Closed
Sun Closed

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