As an Edward Jones financial advisor, I want to understand the issues that are most important to you. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire.

We provide highly personalized service, and all aspects of our business are aligned to help us better understand and meet your unique goals and needs.

Beyond understanding the issues most important to you, I want to bring three specific values to our relationship:

1) I want to help you maximize your life, in addition to your net worth,

2) I want to use my experience and judgment and the best thinkers at Edward Jones to help you avoid costly mistakes, and,

3) I want to help simplify your life in the context of our developing and putting in place a 3 or 4 or 5 part plan, or perhaps help consolidate the variety of investments you might already have.

I began my Edward Jones career as a financial advisor in Celina in 1981. Originally from Cincinnati, I have lived in Celina since 1981. I went to high school and college in Columbus, attending and graduating from The Ohio State University with a bachelor's degree in 1977.

My branch office administrators have 25 years of combined experience with Edward Jones. Please don't hesitate to call on them with your questions.

Today, Edward Jones serves Mercer County from four, soon to be five, convenient locations.

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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