As a financial advisor, I enjoy developing long-term relationships centered around building wealth, living generously and leaving a legacy. We act as a sounding board for clients and their close friends and family, using an established process to bridge the gap between what can be controlled and what matters most.

A graduate of Indiana University, I hold degrees in finance and finance real estate. I joined Edward Jones in 2009 and became a limited partner in 2015. I have also earned two professional designations from the College for Financial Planning: the AAMS® in 2012 and the CFP® in 2019. As a recipient of these designations, I put my clients' interests first with an emphasis on trust and transparency.

My wife, Rachel, and I live in Worthington with our children, Josh and Eliza. An active member of the community, I serve on the Children's Hospital Development Board, the Tri-Village Rotary and the Financial Planning Association. I am committed to physical fitness and improving my golf game. I enjoy grilling out, exploring new restaurants, traveling with my family and cheering on the Hoosiers.

Laura Stealey joined the firm in 2004 and is dedicated to providing our clients with the highest level of service possible. She grew up in Fairbanks, Alaska, has two grown sons, values spending time with family and friends, and is an animal lover. Laura is an avid English Premier League soccer enthusiast, loves to be outdoors and enjoys running, boxing and hiking.

Marcia Herr joined the firm in 2011 and focuses on deepening client relationships. She also supports regional leadership and mentors new associates. Marcia and her husband have two sons and spend time supporting the boys' sports. She loves to read and is a lead vocalist at Lewis Center UMC.

My team and I are passionately committed to providing highly personalized service, focused on your unique needs. Together, we'll strive to achieve your goals and ensure that you feel understood, informed, in control and secure about your future.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Personal Fitness
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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