As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

In 2007, I began my Edward Jones career, after attending Michigan Technological University where I graduated magna cum laude in 2007 with a major in business-finance.

In addition to my role as a financial advisor, I have served Edward Jones in different leadership roles helping to develop new financial advisors.

Originally from Upper Michigan, my wife, Leah, and I have lived in Portage since 2008. I am an active member of the community, having served as president for the Portage Rotary Club. In addition to my various roles with the Rotary Club, I have been active on the board of directors for the Portage Library Foundation and the Portage Center for the Arts.

In our free time, Leah and I love getting outdoors with our children, Atlas and Eero. Stand-up paddle boarding, hiking, skiing, boating, water activities; if it's outside, we are interested. We also love traveling and experiencing new parts of the world.

My branch office administrator, Tifanie Nielsen, has over 10 years of experience and is dedicated to providing our clients with the highest level of service possible. Together, Tifanie and I spend every day trying to provide the best experience possible for our clients.

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Estate & Legacy Strategies

My Personal Interests

  • Traveling
  • Outdoor Enthusiast
  • Skiing
  • Hockey
  • Fishing

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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