I love my job as a financial advisor with Edward Jones. My clients make it easy. We work as a team to help them achieve their goals. Edward Jones helps us do that by using an established process. This process provides the guidance to develop long-term, personalized strategies. I value the opportunity to serve my clients, and I very much enjoy being a part of their lives.

My parents moved my sister and me to Harbor Springs from Clarkston, MI in 1980. I feel extremely blessed to grow up in this beautiful area with a loving family. My family still lives in Harbor Springs. My amazing wife, Anastasia, works as a national account manager for Red Bull North America. We have a little Morkie named Dante, and one big fun-loving Goldendoodle named Truman Richman (my wife calls him Sunny). We live in Boyne City, and we are proud to call it home!

Although many of my clients live in Northern Michigan at least part of the year, I work with people all around Michigan and the United States. We work with clients of all ages from planning for their estates to college savings accounts. I want to understand what is important to you whatever your goals maybe.

Please call with any questions or schedule an appointment.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners

My Personal Interests

  • Community Outreach
  • Outdoor Enthusiast
  • Golfing
  • Hiking
  • Spending Time with Family

Office Information

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