I am a financial advisor and CFP® with over 20 years of experience with Edward Jones, a Fortune 500 financial services firm. I am skilled in retirement planning, financial advisory, investment advisory, estate consideration and wealth strategies. I am an advisor to a limited number of clients who prefer proactive contact and deep insight into their complete financial picture. I work in partnership with Amy Ransler (Registered Branch Assistant), Jennifer Young (Senior Branch Office Administrator) and Chelsea Elliott (Branch Office Administrator) to support the needs of our clients.

I began my career with Edward Jones in 1997 as a financial advisor by opening a new branch office in Grandville, Michigan. During my 24-year career, I have served in many training and leadership roles including regional leader for Southwest Michigan's Region 13. Our team has been recognized at the Managing Partner's Conference seven times. I currently hold the CFP® and AAMS® certifications.

Prior to my career with Edward Jones, I was a pharmaceutical chemist with Eli Lilly & Company's Central Nervous Systems Research Team in Indianapolis, Indiana. During my tenure with Eli Lilly, I was awarded eight patents for "Compounds Having Effects on Serotonin Related Systems".

I earned a Bachelor of Science degree in organic chemistry from Indiana University and attended Butler University to study inorganic chemistry. I also attended Harvard Business School to complete their competitive strategies in financial services coursework.

A native of Mishawaka, Indiana, I now call Michigan home and I live in the small community of Byron Center with my wife, Shannon, and our four daughters, Kathryn, Evette, Ella and Claire. In my free time, I enjoy competitive shooting sports, upland bird hunting, fly fishing, travel and auto racing.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Charitable Giving
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Outdoor Enthusiast
  • Hunting
  • Fishing
  • Cycling
  • Auto Racing

Office Information

Office Hours

Office Hours
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

Additional Hours

  • Web Conferencing

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