Helping families live out their life goals by giving them counsel regarding their investments and finances drives me. Our office team is focused on partnering with working and retired professionals and small business owners who value personalized financial service focused on their goals. We achieve this by utilizing a five-step process that is integrated with solutions-based advice. We work with your attorney, accountant and other professionals to insure a broad-based experience.

After graduating from Rogers High School, I attended Davenport College. In 2000, I joined Edward Jones as a financial advisor and became a limited partner with the firm in 2007. I have since earned the AAMS® professional designation.

As I believe in giving back to my company, I have been a visiting veteran for new financial advisors at our home office, acted as a Ted Jones Coach for new financial advisors in the state of Michigan and am currently on our regional leadership team. Outside of the office, I have sat on numerous non-profit boards and committees with a focus on education and conservation.

My wife, Theresa, and I reside in Pentwater with our two black labs. We have three children and five grandchildren. I am an avid outdoorsman, and Theresa and I enjoy boating, biking and hiking.

Senior Branch Office Administrator, Molly Breen, has been in the financial service industry for 30 years. She joined Edward Jones in 2003, became a limited partner in 2016, and is part of our regional leadership team. Molly and her husband, Dave, live on Camp Lake in Sparta.

Branch Office Administrator, Christine Sokolowski, joined our branch team in 2018. Christine, her husband Leo, and their two children live in Sparta.

Our branch team is dedicated to providing the highest level of service to our clients. Don't hesitate to contact us with any questions you have or to set up an appointment.


Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Hunting
  • Fishing
  • Golfing
  • Active Lifestyle

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • 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

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