In 2002, I began working with Edward Jones and have more than 18 years of experience working in the financial services industry. My goal is to work in partnership with each client toward reaching individual financial goals by developing a personalized investment process.

I grew up in the Union City, MI community and graduated from Michigan State University with a bachelor's degree in economics and history. I taught and coached in the Coldwater, MI school district until I opened my Edward Jones branch in Marshall in 2002.

My wife, Angie, and I reside in Marshall and have four children: Gabe, Abby, Nathan and Will. We both believe in giving back to our community have served on several community boards. I am a past board member of The Franke Center for the Arts, St. Mary Parish Financial Committee and The Calhoun County Senior Services Board.

As my business has grown, I have partnered with several financial advisors to assist me in providing clients with exceptional and personalized service. During my Edward Jones career, I have served as our region's performance leader, regional technology advisor and as a level leader. All of these positions serve to mentor, support and train financial advisors in southwest Michigan. I have qualified for the last six Financial Advisor Leaders Conferences.

My branch office administrators, Noreen Clifton and Denise Fitzgerald, have 21 years of combined experience with Edward Jones. Our branch team is dedicated to providing you with a high level of service and will partner together with you through your life to help keep you on track.

Feel free to contact us with any questions or concerns you may have.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Charitable Giving

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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Branch Team

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