I began my financial services career in 1992 and have been an Edward Jones financial advisor since 1996. I work with families to help them articulate what is important to them, prioritize goals and tailor solutions to achieve them.

Along with my team of experienced professionals, we commit to partnering with our clients to help them pursue success in achieving their retirement goals and planning to make a positive impact for future generations as well.

Also committed to our clients' success are our two branch office administrators -- Donna Parrinello and Debbie Howell. They serve our clients' administrative needs with care, compassion and a responsive approach that minimizes "phone tag" and helps our families remember the difference that personal conversation makes compared to phone trees and audio recordings.

In addition to my role as a financial advisor, I have been a limited partner with the firm since 1998, a regional leader for Metro Detroit from 2001 through 2010, and an area leader since 2011. In my current role as area leader for the state of Michigan, I am responsible for helping grow the Edward Jones' brand and impact in the communities we serve throughout Michigan.

Finally, as one who prioritizes family and community, I am very proud of my two adult children, Bailey and Ryan, and have been married to Heather for 25 years. We enjoy outdoor and fitness activities, boating, cheering on the University of Michigan athletic programs and preparing and sharing great food and good wine with friends. As well, I have served on the boards of The Romeo Area Kiwanis Club, the Romeo Washington Goodfellows Organization, the Romeo Foundation for Educational Excellence and the Romeo Washington Chamber of Commerce.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Portfolio Reviews
  • Employee Stock Options

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Triathlons
  • Health & Nutrition
  • Reading

Office Information

Office Hours

Office Hours
Mon Closed for Holiday
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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