Born in Columbus, raising a family in Westerville, I am a Buckeye, tried and true!

I spent the early part of my career with Huntington National Bank acting as a trust officer and project manager. Over that 17-year period, I forged deep and meaningful relationships with clients all over the world. I enjoyed the work, but decided I wanted to focus on people I could sit with face to face and help them achieve financial success. Edward Jones provided me that opportunity.

In addition to working full-time at HNB, I was a husband, a father (two girls, one boy) and attending Franklin University. It was challenging, and I would not have been successful without my rock, my wife. She enabled me to pursue my dream. I obtained my Bachelor of Science in financial management.

Having my own practice as an Edward Jones financial advisor in Westerville gives me the flexibility to work with my clients one on one. I can get to know them on a deeper level, understand their situation and what's most important to them. This will allow me to leverage our established process to partner with my clients for the rest of their lives and help them achieve their goals. It's what motivates me every day.

It does help that I also see Heritage Park and the Everal Barn from my office window, so the view is like working in a park!

I serve as a board member for My Very Own Blanket, an international non-profit and with the Short North Rotary Club. I've also ridden the Pelotonia cycling fundraiser and the Honor Ride of Ohio to support our military veterans many times.

My primary focus is to educate my clients, empower them to understand making confident financial decisions and foster a lifelong partnership to help ensure they stay on track to reach their goals.

I look forward to the opportunity to provide that same experience to you.

Let's sit down for a conversation in person, on the phone or via web conference, and talk about what's most important to you.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Wealth Strategies

My Personal Interests

  • Cycling
  • Hiking
  • Traveling
  • Spending Time with Family
  • Community Outreach

Office Information

Office Address

403 W Main St Westerville, OH 43081

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 07:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 07:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed
Request an Appointment

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