With more than 19 years of experience as a financial advisor with Edward Jones, I discover with my clients their hopes and fears about their health, family, purpose and finances, and together build an enduring strategy and lasting confidence that helps to weather the roughest of markets and uncertainties.

I attended the U.S. Military Academy at West Point, NY, graduated with a Bachelor of Science in 1989 and was commissioned a 2nd Lieutenant. In the Army, I qualified as a helicopter pilot at Fort Rucker, AL, then served in Fort Carson, CO and the Republic of Korea.

After my military service, my family and I returned to the Cincinnati area and I enjoyed a material handling sales position with Portman Equipment Company for seven years. I began my Edward Jones career in 2002 as a financial advisor in Anderson Township, OH, and became a limited partner in 2011.

I earned the CFP® professional designation in 2010. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services.

My wife, Leslie, and I have four children: Megan, Trevor, Haidyn and Drew. I am a member of the American Legion and the Exchange Club of Eastern Hills.

Traci Hurst is our senior branch office administrator and is a client advocate with a record of client service excellence.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings
  • Military Professionals & Veterans
  • Insurance & Annuities
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Golfing
  • Reading
  • Camping

Office Information

Office Hours

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

Branch Team

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