Thank you for visiting my website; it is a great place to learn more about me and my business!

My team and I help individuals and businesses optimize for today and prepare for an uncertain future. In Oakwood, Ohio, you can enjoy the quiet streets and warm community. I'm privileged to practice in the Midwest where I have been grateful to call my clients friends while empowering them in their personal wealth.

For decades, Edward Jones has been helping clients "make sense of investing", and I am continuing that tradition. My branch team is committed to providing clear and transparent personalized strategies that focus on creating and protecting wealth and being tax efficient at a great value!

To support the firm, I volunteered as a visiting vet for new hires. I've hosted two summer interns, completed two transition plans to help grow new local advisors, served as a member of the leadership team and became a limited partner in 2016.

My wife, Michelle, and I are active in our community and serve in various capacities for The Foundation Fighting Blindness, Destination Imagination, The Miami Valley Squash Foundation and the local school district's Education Foundation. Two of our three boys are grown and have enjoyed the family culture of Edward Jones through travel and investing. Our third is studying finance and may someday continue the family tradition of serving clients through personal connections.

Brenda Knowis, our Branch Office Administrator, and the many service departments at our home office support the personalized needs of our clients. Our business values of clients first, trust and transparency uniquely enable us to provide consistent exceptional client experiences.

I hope that, by taking the time to review my bio, you have many other questions. Choosing to work with a financial advisor is one of the most important decisions you can make; let me help you frame making that decision and help you "make sense of investing"!

We look forward to meeting you.

Focus areas

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

My Personal Interests

  • Traveling
  • Art & Theater
  • Golfing
  • Hockey
  • Personal Fitness

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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