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

I spent the early part of my career with Huntington National Bank (HNB), acting as a trust officer, project manager and relationship manager for Institutional Trust. Over that 17-year period, I forged deep and meaningful relationships with clients all over the country. 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 beautiful little girls!) and a full-time student at 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 with a focus on obtaining my CFP® certification.

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.

In my spare time, I am actively involved in the Pelotonia cycling fundraiser for cancer research, the Honor Ride of Ohio to support our military veterans, coaching my daughters in lacrosse and playing guitar with my son. My wife and I love to road trip and experience new things with our children.

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

I look forward to the opportunity to provide that same experience to you. Come in for a complimentary consultation, and let's talk about your future.

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
Weekday Availability
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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