At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.

My primary goal is to help individuals, families and business owners develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.

I have served as a financial advisor with Edward Jones since 2009. Prior to joining the firm, I worked for nine years as an account executive with CPAs Reali Giampetro & Scott. I earned my bachelor's degree from Kent State University, graduating summa cum laude in 1999.

In order to better serve my clients, I have also earned the Accredited Asset Management Specialist™ designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

In 2014, I became a limited partner with Edward Jones and received the Spirit of Caring Award.

I am also an active member of our community, and participate in the following organizations:
- St. Jude Church, finance council (2016 - present)
- Family Recovery Center, Inc., board member (2011 - present)
- Warriors Inc., board member (2009 - 2018)
- Salem Rotary Club, Paul Harris Fellow, member

I have been married to my spouse, Brenda, since 1999 and we have two daughters together. I have been a local Ohio resident since 1999.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities

My Personal Interests

  • Golfing
  • Gardening
  • Hiking
  • History and Museums
  • Reading

Office Information

Office Hours

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

Branch Team

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