I opened my Edward Jones practice in the Brighton area in 2010. My goal is to understand what's important to you and help you build personalized strategies to help achieve your goals.

In 2012, I earned the AAMS™ professional designation and then in 2017, obtained my CRPC™ designation. These help me deeply serve my clients' financial needs. My goal is to educate clients in order make the complex seem simpler and to act in their best interests.

I grew up in the Lapeer and Metamora area and I currently live in the Fenton area with my wife of 13 years, Ashley, and our two children, Jeffrey (10) and Devin (7). I enjoy hunting, fishing, boating and traveling with my family and friends.

I received a limited partnership with Edward Jones and along with my senior branch office administrator, Lori Schultz, our practice is dedicated to understanding what is important to you, delivering you the highest level of service possible and partnering together throughout your life to help keep you on track.

Our focus and type of client we best serve are people who are transitioning into retirement and need help building retirement income strategies. We look forward to earning the opportunity to partner with you and helping you accomplish all of your financial goals.

Focus areas

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

My Personal Interests

  • Fishing
  • Hunting
  • Archery
  • Golfing
  • Hockey

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

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