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.

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Volunteering
  • Spending Time with Family
  • Social Responsibility
  • Community Outreach
  • Gardening

Office Information

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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

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