I began my career with Edward Jones in 2007. After four years in the agriculture sales and service industry, I realized I could do more for local families and businesses if I became a financial advisor.

I am originally from Rosedale, Indiana which is where I live now with my wife, Jacquie, and three daughters, Jossie, Jordy and Jade. Jacquie is a stay-at-home mom and a part time RN at a prison. As a family, if we aren’t at a kid's game of some kind, we enjoy being outside playing pickleball, riding our Polaris RZR, traveling and fishing, to name a few. We attend Maryland Community Church and support several organizations in our community.

I assist clients to define and achieve their financial goals through a highly personalized process of understanding, analysis, action and review.

I help clients organize and simplify their financial life. My team and I believe this is best accomplished by first gaining a thorough understanding of their personal goals and then delivering highly personalized service and solutions to accomplish them. This includes collaboration with other trusted advisors, such as CPAs and estate planning attorneys, to help ensure each client's comprehensive strategy is seamlessly implemented.

We excel at providing retirement income planning and portfolio strategies, tax-advantaged investment strategies, estate considerations and wealth preservation strategies.

Our team's experience and dedication help enable us to make a significant, positive impact in the lives of our clients.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Employee Stock Options
  • Insurance & Annuities
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • ATVs
  • Pickleball
  • Fishing
  • Camping

Office Information

Office Hours

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

Branch Team

Email Me

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