I joined the Edward Jones family in 1990 as a client wanting to save and invest for my children's education. Ten years later, I joined the team and today, I'm happy to partner with clients in the work of helping to achieve their financial goals.

My wife and I have lived in Westerville since 1985 and have raised three children in this great community. Outside of the office, I am active in our church, Westerville Rotary and the Chamber of Commerce. I'm also an avid golfer.

I was in the corporate insurance world for 19 years as well as helping high school athletes obtain college scholarships. These experiences helped me realize I wanted to do more to help families and individuals meet their financial goals. I believe that Edward Jones stands out from other firms on how truly client centered we are. Our one-on-one approach creates an environment where our clients feel that we understand them and act in their best interest.

Every strategy and solution I recommend is based on what's most important to you. That means focusing on delivering value where you need it most, using our established process to build your personalized strategies and helping you stay on track by partnering together over the long term. You benefit from the resources of a Fortune 500 firm and the personal relationship you have with me and my branch team.

If you don't have a financial strategy or would like to review your current one, we offer a free consultation and would welcome the opportunity to hear from you. Please come visit our Edward Jones branch team and meet people with integrity that listen, care and can assist you to reach your financial goals.

Markets, interest rates and life’s priorities may change – but our relationship and my commitment to helping you achieve your goals won’t.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • College Savings
  • Insurance & Annuities

Office Information

Office Address

111 Westerville Plaza Westerville, OH 43081

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More
Two Edward Jones clients review tax documents in front of their open laptop.

Tax resources and client statements

Make informed investment and tax decisions with helpful and clear information.

Learn More