I'm a seasoned financial advisor with more than ten years' experience helping investors reach their goals. I joined Edward Jones in 2010 and became a limited partner with the firm in 2019.

I chose Edward Jones for the following reasons:
1. Prior to joining the firm, my wife and I had been Edward Jones clients for more than 20 years. We found great value in the firm's culture and focus on the individual investor.
2. We are a privately owned partnership, which best positions me to put your needs first.
3. I have a team that extends far beyond myself and my branch office administrator, Christina Sampson. In our home office, our senior leaders, strategists, the Investment Policy Committee and product review teams are all dedicated to developing the research, advice and guidance we rely on.

My wife, Diana, and I have three children and four grandchildren. I understand the importance of working with multi-generational families to develop unique strategies across all aspects of their financial lives.

Now, more than ever, we want to meet clients on their terms. Our established process allows us to help clients in the office if they prefer to meet in person. We also meet clients by web conference if they live out of town, or just have busy schedules. Let's start the conversation at (740) 435-1052. I look forward to helping you achieve your financial goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Woodworking
  • Traveling
  • Motorcycles
  • Hockey

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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