At Edward Jones, we work as a team to make sure we are focused on what matters the most to you. We work closely with you, your CPA, attorney and other professionals to determine the most appropriate financial strategy for you and your family. We focus on retirement, income and education savings.

I joined Edward Jones as a financial advisor in 2001, opening the firm's second branch office in Clarkston, MI. I was invited to become a limited partner with Edward Jones in 2011.

I earned a bachelor's degree in finance from MSU in East Lansing, MI. In addition, I received the AAMS® certification in 2005, the CFP® certification in 2011, and the ABFP® certification in 2023 . The College for Financial Planning awards the AAMS® and ABFP® designation, while the Certified Financial Planner Board of Standards, Inc. awards the CFP® certification. Obtaining these certifications involves intensive study, examination and commitment to codes of ethics, professional responsibility standards and continuing education.

My wife Michelle and I live in Clarkston and have grown children Alex and Elise who are currently attending college, and our oldest daughter Sophia has graduated college and is a practicing nurse on the west side of the state. In my free time I enjoy downhill skiing and Michelle and I also enjoy an aggressive game of pickleball with our friends.

Senior Branch Office Administrator Kara Hinze brings over 30 years of professional sales and service experience to our business. Kara was raised in Clarkston where she currently lives with her husband, John, and two children. Senior Branch Office Administrator Lisa Hanigan and her family also call Clarkston home. Lisa works with us part time to ensure your needs are met as part of our Edward Jones family.

Kara and Lisa will often be your first point of contact and can help you with most transactions. We make getting to know our clients and what's important to them our priority. In addition to our regular business hours, I am available evenings and Saturdays by appointment. We meet when it's convenient for our clients, because we recognize the importance of being available when they are.

We will partner with you to guide you with wealth management based on your needs and wants, so that you can focus on what matters most to you.