As an Edward Jones financial advisor, I believe it's important to invest my time in understanding 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 savings strategy, so you have more options when you retire.
I attended West Virginia University and graduated summa cum laude with a bachelor's degree in business administration. In addition, I also have an MBA from West Virginia University. In 2013, I received the AAMS® designation from the College for Financial Planning. In 2016, I received the CFP® designation from the College for Financial Planning.
In 2010, I began my Edward Jones career as a financial advisor at the Edward Jones headquarters located in St. Louis, MO. Today, my Edward Jones office is located in Delaware, OH.
I have been married to my beautiful wife, Jessie, for 11 years. Recently, our oldest daughter, Jordan, turned 5 years old. In August of 2021, we welcomed our newest addition to the family, Annie. Jessie, Jordan, Annie and I reside in Delaware and are members of Delaware Christian Church.
Previously, I've served on the Delaware Area Chamber of Commerce board for seven years including one year as board chair. I'm also a former president of the Delaware Rotary Club and of the Delaware Rotary Foundation.
My senior branch office administrator, Joyce Evanko, and new Branch Office Administrator, Morgan Mellen, are dedicated to providing clients with the highest level of service possible.
I provide highly personalized service. All aspects of my business are aligned to help me better understand my clients' unique goals and needs.
- Retirement Income Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
Office Address595 Sunbury Road
Delaware, OH 43015 opens in a new window
Phone NumberDusty Hostutler at (740) 363-9200
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