As an Edward Jones financial advisor, I have gone from Wall Street to Main Street. After graduating from SUNY Stony Brook, I began my career in NYC in 1989. As a native of Dayton, OH, I moved back to the Miami Valley in 1996. I married the love of my life and we started our family.
The objectives-based approach of our office is this, "We help serious, long-term individual investors achieve their financial goals by understanding their needs and implementing tailored solutions. We strive for deep meaningful relationships, with a focus on family, purpose and a commitment to a life well lived".
That would not be possible without a team. My branch office administrator, Janelle Smith, and I have been partners for almost 20 years. We have served a diverse group of clients and their families during that time, and have always strived to deliver exceptional service.
I earned my CRPC designation from the College for Financial Planning in 2008. That additional level of education proves valuable when working with your CPA and estate planning attorney.
But we're not alone. Thousands of people and smart technology support our office. Working together, we can develop a complete, tailored strategy to achieve you and your family's financial goals.
- Retirement Savings Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Social Responsibility
- Community Outreach
Office Address3033 Kettering Blvd Ste 300
Dayton, OH 45439
Phone NumberForst Elliott at (937) 965-7044
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More