I have been a financial advisor with Edward Jones since 2000 and have experienced many different market conditions during my tenure. My branch team consists of myself, Teri, Shelly and Marsha. I focus on multigenerational wealth building and protecting along with retirement income solutions.

As your Edward Jones branch team, we believe it's important to invest our time to understand what you're working toward before you invest your money. Working closely with you, 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, so you have more options when you retire, regardless of what you decide to do in retirement.

In 1989, I earned a bachelor's degree in business administration from Alma College. In 1996, I earned another bachelor's degree in elementary education from Alma College. In addition, I earned my AAMS® (Accredited Asset Management Specialist¿)* designation in 2004.

Besides being a financial advisor with the firm, I have been a limited partner with the firm since 2003. I have held different roles within the region that include training new financial advisors, coaching and mentoring.

My spouse, Heather, and I have been married for over 25 years and we have three children. I enjoy spending any free time with my family.

We look forward to learning more about you, your family, your goals and dreams so that we may help you take care of what's most important to you.

*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Active Lifestyle
  • Camping
  • Home Improvement

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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