What really drives me is helping families achieve their unique life goals by providing advice and guidance regarding their finances and investments. 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 our individual customized process that is integrated with goals and 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 Labrador, Toby. We have three children and seven grandchildren. I am an avid outdoorsman, and Theresa and I enjoy boating, biking and hiking.

My Senior Branch Office Administrator, Molly Breen, has been in the financial service industry for over 35 years. She joined Edward Jones and our branch team 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.

Senior Branch Office Administrator Christine Sokolowski joined Edward Jones and 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 and welcome the opportunity to serve you. 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
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

Branch Team

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