I have been a financial advisor with Edward Jones since 2004. To better serve my clients, I earned the AAMS® and CFP® professional designations.

Using personalized knowledge and an established process, I build financial strategies for my clients designed to achieve the unique goals which are truly important to them. We construct measurable objectives tailored to their circumstances. Once the strategies are implemented, we consistently address any needs or changes in their situations as we partner for life. In order to provide a comprehensive service, I regularly collaborate with your CPAs and attorneys, always keeping client information confidential.

I proudly serve a variety of clients; with goals ranging from growing wealth; saving for education; planning for and living in retirement; and multi-generational families with unique strategies for wealth transfer. My business clients and I create strategies for business succession, employee retirement plans and tax efficient investments. My job offers an opportunity to make a positive impact in people's lives. I know that when my office performs well, goals are achieved and we help change peoples' lives for the better.

In 2020, I was asked to serve as a regional leader for an area that covers the western half of lower Michigan after having served in several other leadership roles during my career with Edward Jones. As regional leader, I am responsible for the health, growth and leadership development of more than 60 branch teams.

Outside of my role with Edward Jones, I serve as the vice chair of the Chamber of Commerce in Manistee. I enjoy hiking, biking, refinishing and repurposing furniture, traveling, wine tasting, cars, supporting the Michigan Wolverines and spending time with my wife, Linda, sons Zach and AJ, and friends.

Focus areas

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

My Personal Interests

  • Community Outreach
  • Music
  • Real Estate
  • Fine Dining
  • Wine Collecting/Enthusiast

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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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