I've been a financial advisor with Edward Jones since 2010. What I am passionate about is helping people make sense of investing as I work with individuals, families and business owners. Understanding what is important to you, whether that be your needs, goals or values, is central to our relationship. I utilize an established process that is tailored to you personally, to help achieve your financial goals. Knowing that needs and goals may change over time, I will partner with you through those changes to help keep you on track. When there is a need to collaborate with your CPA, attorney or other trusted professional, be assured your information is kept confidential.

Our branch office administrator, Lisa Bolthouse, our many home office associates and I are a dedicated team who are committed to work in your best interest, while serving you with empathy, loyalty and respect.

Prior to becoming a financial advisor with Edward Jones, I was the founder and CEO of a successful business for over 20 years. With the many responsibilities of running an organization I gained valuable experience. Those experiences help me to serve my clients in a deeper, more meaningful way.

Additionally, my wife, Helen, and I enjoy hiking, biking, kayaking and life on the lake. We love spending time with our two children, grandchildren and friends, especially around a campfire. We have been exceedingly blessed by our faith, being a financial advisor with Edward Jones and being able to serve our many great clients in beautiful Northern Michigan.

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Landscape Design
  • Track & Field
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More