As an Edward Jones financial advisor, I want to understand what's important to you. I use an established process to build personalized strategies to help you reach your goals.

When markets turn as volatile and confusing as they have over the past couple of years, even the most patient investors may come to question the wisdom of the investment strategy they have been following. Along with your CPA and attorney, I will partner with you and your family throughout your life to help keep you on track toward your goals.

I came to Edward Jones in 2012 because I wanted to help individuals and small businesses work toward achieving their financial goals.

As a graduate of Ohio State University (OSU), I hold a Bachelor of Arts degree. During the four years I attended the university, I was an active member of the OSU Rugby Football Club and now am president of the OSU Rugby Alumni Society.

I am a board member of the Tri-Village Chamber Partnership, a Leadership UA board member and a Sawmill Toastmasters member, and I am involved in other organizations in the community. I was born and raised in Upper Arlington and now live here with my wife, Alaina. Together, we have one little daughter, Lorelei. In my spare time, I like to do beekeeping, grow vegetables, travel and lift weights.

Kuli is our branch office administrator. Originally from South Africa, she came to the U.S. with the Disney program and moved to Columbus to marry her husband, Brad, who is a chef. Together, they have two daughters. Kuli's interests include fashion, old architecture, travel and philanthropy. Kuli is available to help answer your administrative questions.

At Edward Jones, we focus on you. The firm has thousands of people and advanced technology supporting my office so that we can help you and your family reach your long-term financial goals. Through personalized guidance and the highest level of service, I am able to provide financial strategies and solutions for individuals and families.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Portfolio Reviews
  • College Savings

My Personal Interests

  • Traveling
  • Spending Time with Family
  • Gardening
  • Reading
  • Rugby

Office Information

Office Address

2011 Riverside Drive Suite 310 Upper Arlington, OH 43221

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
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