What's on your mind? What's most important to you?

Your Edward Jones team would consist of myself and my branch office administrator, Nicole Cox, with 10 years of experience. We want to know what's most important to you. You may only have one simple goal or a handful of complex goals. Either way, we use an established process where we would design a personalized strategy to help you achieve what you're trying to accomplish financially. We would meet regularly to help you stay on track and will partner with you and your loved ones throughout your lifetime.

I earned a bachelor's degree from Baldwin-Wallace University in Berea, Ohio. I am a member of a local civic organization and a number of other professional clubs.

CRPC® means Chartered Retirement Planning Counselor. Earning this designation has allowed me to more thoroughly assist my clients on their road to retirement. The study program covers the retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more.

Outside of the office, I live in Columbus with my wife, Samantha, and our three young kids. We both enjoy our family time together very much, whether that is going to a local restaurant, hiking/spending time in the woods or taking the kids to a park. We are also parishioners at St. Michael the Archangel.

Nicole lives in Columbus with her cat, Oliver. Please don't ever hesitate to reach out to her with any client service questions or concerns.

Together, we best serve those who want to carefully and thoughtfully work toward their financial goals that range from preparing for or living in retirement, to helping parents or grandparents with the education expenses for kids/grandkids, or legacy planning.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Football
  • Fishing
  • Hiking

Office Information

Office Hours

Office Hours
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

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More