My career as a financial advisor began in 2008 during the great financial crisis when I worked in the banking industry. I learned that careful planning and diversification is paramount to a successful and healthy future. I again recognized this when I was a law enforcement officer, and how under-served first responders were when it came to financial education. I realized the best way to help my first responder family and my community live a financially fit lifestyle was to become a financial advisor.

I chose to work with Edward Jones in 2021 because I want to use the experience, tools and resources offered by them to focus on serving my clients. This can be done by working as a team, throughout their life, to help them achieve and enjoy their future financial goals.

The greater Plainwell area has been my home for 25 years. I have been married for 13 years and have two children. My family and I enjoy traveling, stargazing and being involved in youth sports. My oldest son is active in T-ball, soccer and Cub Scouts. I am a member of the Otsego/Plainwell Chamber of Commerce and Otsego Chapter of the Free and Accepted Masons.

My banking career spanned from being a small business banker, home equity specialist and a fraud analyst. My law enforcement career spanned 10 years, culminating as a Patrol Sergeant.

My office focuses on serving a select group of professionals and business owners that strive to live a work-optional lifestyle in retirement. My office also focuses on 401(k) and other ERISA and Non-ERISA retirement plans.

My branch office administrators, Kelly, Kathy and Marissa, bring their combined 30 years of experience to assisting me and providing our clients with personalized and prompt attention. Our team strives to make sure clients feel heard and understood as we learn their unique story.

Our team is extremely passionate about helping others and providing education on the different ways to plan for the future and invest their hard-earned money. If you don't have a financial strategy or would like to review your current one, we invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships.

Focus areas

  • Retirement Savings Strategies
  • Military Professionals & Veterans
  • Wealth Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Astronomy
  • History and Museums
  • Baseball
  • Community Outreach

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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