As an Edward Jones financial advisor, I believe it's important to invest my time in understanding 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 saving strategy so you have more options when you retire, regardless of what you decide to do.

My Edward Jones career began in 1985 as a financial advisor in Monroe, MI. In 1988, I moved to Columbus, IN, to open our second office here. Today, Edward Jones serves the community from 11 convenient locations.

In 2019, I qualified to attend the Edward Jones annual Managing Partner's Conference, an honor reserved for the firm's top 400 financial advisors. This was my 27th year as a qualifier.

I attended Indiana University and graduated in 1979 with a bachelor's degree in accounting. I became a member of the American Institute of Certified Public Accountants in 1983. In addition, I received the CFP® professional designation in 2011. The Certified Financial Planner Board of Standards, Inc. awards CFP® certification to individuals who meet the board's requirement for professionalism in financial services.

My wife, Kathy, and I have three daughters. My family and I have lived in Columbus since 1988. I am an active member of the community, having served on the financial committee of Turning Point Domestic Violence Services. I also am a past president of the Columbus Park Foundation Board and past president of the Sans Souci Inc. Board.

At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.

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 - 05:00PM
Sat Closed
Sun Closed

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