Growing up in the region in the '70s, I was a math geek, long before that was a cool thing. Before I went off to pursue engineering at Purdue, the father of a friend told me that in life you either earn compound interest or you pay it! That bolt of enlightenment was my introduction to investing. I went on to be a project engineer and project manager on many large industrial plants around the country working to solve problems and build relationships. But traveling left little time to help at my daughter's school or volunteer in the community.

In 1999, while reviewing my IRA with my Edward Jones financial advisor, he thought I should open the first Edward Jones office in Portage. Taking his advice was one of the best decisions I ever made. I have earned my AAMS® professional designation, and in 2010, was named a limited partner with the firm.

Since 2008, my branch office administrator has been Tina Smith, who has over 16 years' experience, and is dedicated to providing you with highest level of service possible. We work as a team to make your experience one of excellence.

The advantage of not traveling constantly for work and living in my city is that I have been able to be involved in the community. I was the first sponsor of the Concerts in the Park on Tuesday nights at Woodland Park in 2003. I have been the past president of the Chamber of Commerce, Portage Township Education Foundation and the Portage YMCA. At the 2019 Portage Community Awards, I was awarded the "Outstanding Public Citizen Award" for my years of community involvement and leadership.

Over 20 years later, I am still a math geek and still have a passion for investing. I spend my time helping to change lives of the families we serve, finding out what is most important and partnering with you to make it reality. I am also very proud of the dedication my office has made to make our city an excellent community to live, raise a family, run a business and live your life.
We look forward to meeting you!

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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