In May of 2021, I made an impactful decision to assume responsibility for an Edward Jones office in the Lansing, Michigan region. This decision was not mine alone, as many of my long-time clients chose to follow me on this new adventure as well.

My exposure to investing started at an early age when my dad taught me how to read stock market tables. Years later, I researched how to invest in mutual funds and at 21, started saving toward a specific goal; to save for a down payment of my first home.

In 2005, I decided to turn this passion into a career, so I began researching the best financial service company to work for; the name Edward Jones was consistently at the top of the list. Although my first tenure with the company could not work logistically, I stayed in the industry. Since 2012, as an independent financial advisor, my primary focus has been working in the K-12 education market and I am familiar with the Michigan Pension System. In addition, I have helped many small business owners establish SIMPLE and SEP retirement plans as well as automotive pension employees with their buyout options.

Personally, I received a bachelor's degree from Northern Michigan University in 1992 and in my spare time became an avid hunter and fly -fisherman... When not in class. I also enjoy giving back to the community often and support the charitable efforts of the local Masonic Lodge and Lions International. In addition, I recently relocated to Okemos from Brighton and look forward to exploring all of the sights and sounds the area has to offer; especially a Lansing LugNuts game.

As COVID has changed our world, I've decided to change with it and feel that this move to Edward Jones and their philosophy of helping long-term investors with a client priority continues to mirror mine.

Feel free to contact me via LinkedIn, Facebook or my website should you have any financial question or concern. I look forward to hearing from you.

Focus areas

  • Business Retirement Plans
  • New Investors
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • College Savings

My Personal Interests

  • Volunteering
  • Golfing
  • Running
  • Outdoor Enthusiast
  • Animal Rescue

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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