I grew up in Marietta, OH. I attended Hillsdale College and was proud to represent the school playing on their NCAA Division II basketball team. I received a Bachelor of Science in financial management with a minor in mathematics from Hillsdale in 2007. I was extremely fortunate to start my career with Edward Jones shortly after graduating. In 2008 my assistant, Jane Hochmuth, and I opened the branch office on Alexis Road in Toledo, OH. I became a limited partner with the firm in 2018.

It is a privilege to serve people in the Toledo area; helping them with investments, retirement and other financial strategies. I appreciate the trust our clients place in our team and take great pride in the value we add, especially with our clients nearing and living in retirement.

Our job is to understand what is important to you. We use an established process to create a personalized strategy to help you achieve your financial goals. We partner together throughout your life to help keep you on track.

As much as we would love to help everyone, we have a limited capacity. Our number one priority is serving our existing clients. At this time we are only accepting new clients who come as referrals from our current clients or our network of trusted tax and legal professionals. However, we are always happy to talk. If you have questions, feel free to give us a call.


Focus areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

My Personal Interests

  • Aviation
  • Volleyball
  • Cycling
  • Hiking
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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