As an Edward Jones financial advisor, it's important to me to understand what is important to you and your family. I will work closely with you throughout your life in order to build, organize, protect and transfer your wealth. I have an established process to build personalized strategies to help reach your retirement goals. I will partner with you throughout your life to help keep you on track.

I joined Edward Jones as a financial advisor in 2010, opening an office in Urbana, Ohio. I have spent nearly 20 years serving families with their financial needs.

I have lived in Urbana since 1984 and was a 1992 graduate of Urbana High School. My wife, Amy, and I have been married 21 years. She is also native of Urbana and a 1992 graduate of Urbana High School. We have three children: Taylor, Tessa and Tate.

I am a member and have served as president of the Urbana Lions Club. I served as the golf coach for Urbana High School for four years and Urbana University for five years and have served on multiple community projects - such as Junior Achievement, Urbana Chili Cook off and Habitat for Humanity.

My Senior Branch Administrator, Tammy Hux, has been with Edward Jones since 2006. She was awarded the Spirit of Caring Award from Edward Jones in 2016. She is married to Jason who owns his own construction business. Tammy and Jason have three great daughters, Jordan, Sydney and Meagan. Her hobbies include camping and CrossFit. Tammy donates her time to multiple causes such as Adopt a Family, Sycamore House and animal welfare.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our client's unique goals and needs.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • New Investors

My Personal Interests

  • Community Outreach
  • Golfing
  • Spending Time with Family
  • Traveling
  • Coaching Sports

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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