I have spent most of my career in the financial services industry and have spent the last 11 years with a firm I love, Edward Jones. I previously worked at JPMorgan Chase for eight years, and I also managed retail bank branches for National City Bank (now known as PNC) prior to that.

In 1994, I received my undergraduate degree from Mount Vernon Nazarene University with a Bachelor of Arts in communications, and a double-minor in business and art. In 2001, I went on to pursue my MBA (Master of Business Administration) and that graduate degree was conferred in 2003.

I've been consistently involved in my local community since I moved here with my family in 1997. I've served as a past board member for the local United Way chapter and was a liaison to the Salvation Army as well. I served as past president of the board for Hopewell Industries and was a past president/vice president for the Kiwanis Club of Coshocton, where I still serve as a board member. I was treasurer for the Kiwanis Club for seven years and I am currently a trustee for the local Kiwanis Foundation. I currently serve as a board member on the Coshocton City Health Board, as well as volunteering with the Coshocton Port Authority, and am also heavily involved in various ministries through my local church. I am a 2009 graduate of Leadership Coshocton.

I am blessed with a loving family - my wife, Angie, and two adult daughters, Alexis and Madison. Both were married in the summer of 2017, allowing me to gain two great sons-in-law. We also welcomed our first grandchild, Malachi, in June 2020.

I count it a privilege to serve Coshocton and the surrounding area. I have a passion for helping my clients navigate all that planning for retirement and living in retirement entails. I plan to continue building my practice here in our community for many years to come.

Office Information

Office Address

45 Downtowner Plaza Coshocton, OH 43812

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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