Preparing for retirement is like a cross-country journey. While it may seem like a long distance to cover, it starts with the first step of determining where you are today and where you want to be. Only then can you develop a strategy designed to help you achieve your long-term goals. I can help.

In 1999, I began my Edward Jones career as a financial advisor in Plain Township. I became a limited partner with Edward Jones in 2007.

I attended the University of Michigan and graduated in 1987 with a bachelor's degree in business administration. I earned an MBA from Kent State University in 1994. In addition, I received the AAMS® professional designation in 2005.

My spouse, Ellen, and I have four daughters and one grandson. I have lived or worked in Stark County for over 50 years.

I have served the firm as a field trainer leader, visiting veteran, regional technology advisor and client transition leader. I am also an active member of the Rotary Club of Plain Township and am a past president of that organization.

My senior branch office administrator, Barb Allshouse, has over 20 years of experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. She earned a bachelor's degree from State University of New York in 2014 and a master's degree from Malone University in 2018. Barb became a limited partner in 2007.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.