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 10 years. Recently, our baby girl, Jordan, turned 4 years old. Jessie, Jordan and I reside in Delaware and are members of Delaware Christian Church.

I served as the past-president of the board of directors of the Delaware Area Chamber of Commerce. I'm also a former president of the Delaware Rotary Club and current president of the Delaware Rotary Foundation.

My senior branch office administrator, Joyce Evanko, is 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.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Office Information

Office Address

595 Sunbury Road Delaware, OH 43015

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 - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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