As I started the lengthy interview process at Edward Jones, I soon realized what a special company this would be to be a part of as a financial advisor. During the process, I kept telling my wife that, even if I don’t get this position, we should still move our retirement savings over to Edward Jones. I was so impressed with the process and the culture of this firm, it just made sense. Fortunately, I was hired, and fast forward, my new office is in Lake Orion Michigan on Baldwin road.

I believe it’s important to invest my time to understand what you’re working toward, and the level of investment risk you are comfortable with, before you invest your money. In doing so, we can balance it with the steps necessary to help reach your long-term goals.

Hundreds of people and advanced technology support my office so I can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other professionals you trust, to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

My wife, Sandy, and I have been married for 28 years. We have two children; Brendan recently graduated from Oakland University and is pursuing a career in film/media. Our daughter, Nicole, the artist in our family, attends the College for Creative Studies in Detroit. We love living in Ortonville and have been here for 24 years. We share our home with our rescue dogs, Abbie and Ludy.

In our spare time, we are a camping family and enjoy Lake Michigan, especially the Ludington area. When not camping, I enjoy golfing, hunting, fishing and working around the house. We attend St. Anne's Church in Ortonville where I am a member of the Knights of Columbus and volunteer at the OCEF food pantry.

Focus areas

  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • College Savings
  • Entrepreneurs & Business Owners

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 11:00AM - 08:00PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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