As the son of a farmer and international quilter and author, I learned the value of the entrepreneurial spirit, hard work and integrity at a young age. Those principles continue to drive me today. Earning your trust and developing a partnership so I understand what is most important to you is what matters most to me.

Working closely with you, your CPA, attorney and other professionals, we will not simply help you invest your money, we will use an established process to create the most appropriate financial strategy to help achieve your financial goals.

My branch office administrators, Rolynda Tassan and Monica Stanley, are here to help and are dedicated to providing the highest level of client experience for you and your family.

I began my career with Edward Jones in 1998 after earning a bachelor's degree from the U.S. Military Academy at West Point and completing a 10-year military career, advancing to the rank of captain.

While at Edward Jones, I received the AAMS® professional designation in 2003 from the College of Financial Planning. I became a limited partner in 2005 and a general partner in 2020. I was named regional leader in 2016, and I am currently responsible for 80 financial advisors in central Ohio.

I have been honored with the Spirit of Caring Award, Jim Harrod Achievement Award, Jim Phillips Achievement Award and A.F. McKenzie Achievement Award, and I have been invited to the FA Leaders Conference for seven years during my time with Edward Jones.

Outside of Edward Jones, I am a member of the Kiwanis Club of Newark and an active member of St. Francis de Sales Catholic Church. During my free time, I enjoy spending time with my wife, Kelly, my son, Noah, who is attending Miami University, and my son, Avery, who is attending Ohio University.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning

My Personal Interests

  • Coaching Sports
  • Community Outreach
  • Skiing
  • Spending Time with Family
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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