As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

After working as a financial advisor with another firm in Kalamazoo, I opened my Edward Jones office in 2010, after joining Edward Jones in 2009.

I received my MBA from Western Michigan University, where I also taught at the Haworth College of Business. My accreditations and licenses include the Accredited Asset Management Specialist™ designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

My wife, Julie, and I have lived in Kalamazoo County for over 40 years. I am an active member of the community and participate in various fundraising and charitable events to support Kiwanis, Pretty Lake Burn Camp, Big Brothers Big Sisters, Kalamazoo Gospel Mission, Salvation Army and others.

My branch office administrator, Jaime, has 24 years of experience in the financial and insurance industry and is dedicated to providing the highest level of service possible. Clients can always call Jaime with questions concerning their accounts.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives.