I've been a member of the Edward Jones family for seven years, the first four as a client. The ability to help people with their most important financial goals and get to know them deeply is what drew me to become a financial advisor.

My Branch Office Administrator, Cassondra, and I find that we best serve those who desire to carefully and thoughtfully work towards many financial goals. They desire a complete financial strategy.

We strive to make our clients feel welcome, comfortable, understood and respected at our office. The most enjoyment we get out of our jobs is partnering with clients throughout their lives to help them achieve their individual goals.

On a personal note, I have lived in Van Wert my entire life and graduated from Van Wert High School in 2002. I attended The Ohio State University and majored in risk management. While there, I had the opportunity to march in the OSU Marching Band. I came back to Van Wert and married my high school sweetheart, Courtney. We have twin daughters, Brooklyn and Bella. My daughter, Bella, was born with a mild case of cerebral palsy affecting her right side. This has inspired me to focus more attention on families with special needs.

I worked in various insurance-related jobs until I found out about the opportunity to work for Edward Jones. I started out as an underwriter for a medical malpractice company, then was a claims adjuster for an auto insurance company and finally an independent insurance agent.

Outside of the office, I pursued many volunteer activities to help our community, including:
*Van Wert Rotary Club Board 2013-2020
*Van Wert Rotary Foundation President 2019-2020
*First United Methodist Church Administrative Board 2011-2016
*Van Wert Chamber of Commerce Board 2011-2015
*Main Street Van Wert Board 2011-2017

I welcome the opportunity to learn about you and your financial goals. It all starts with a conversation - let's talk.

Focus areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Golfing
  • Football
  • Music

Office Information

Office Hours

Office Hours
WeekdayAvailability
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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

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