My goal is to help take the confusion out of retirement planning, planning your estate and taking control of your legacy. My passion is helping people and building close relationships with my clients.

I partner with my client's tax and legal professionals to help my clients be more efficient and effective.

In 2006, I started my career as a financial advisor. I have a degree in business from Saginaw Valley State University, a master's degree in finance from Walsh College and, in 2013, I earned the CFP® designation.

Family is extremely important to me. My wife, Katie, and I have been married for 11 years and made Midland our home ten years ago so that we can be close to family as we raise our children. Katie works part-time as a licensed veterinary technician at Northern Animal Clinic. Brady, 9, loves to read and build Legos; Joslyn, 7, loves math and all animals. Our family also includes a golden retriever, two cats, a hamster, a frog and a horse.

When I am not in the office, I enjoy spending time with my family, running, sailing, playing my acoustic guitar, going on Jeep trips and playing with our Golden Retriever, Annie Oakley. Also, I am on the board of directors of the Northeastern Michigan Estate Planning Council.

Inside of Edward Jones, I am the client solutions leader for our region. This is a key leader position where I help other financial advisors build deep life-long relationships with their clients.

My branch office administrators, Lori Burdo and Marilynn Watkins, have a combined 22 years of experience at Edward Jones in building strong relationships with our clients.

To learn more about what Edward Jones can do for you, call, message on Facebook, connect on LinkedIn or email me today. We can work together virtually or face to face, whichever is better for you.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Running
  • Coaching Sports
  • Volunteering
  • Traveling

Office Information

Office Address

5916 Eastman Avenue Suite C Midland, MI 48640

Office Hours

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

Branch Team

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