I had the honor of serving our nation as a Marine for over a decade, and I’m often asked how I went from the tip of the spear to the point of a pencil. More specifically, people routinely wonder aloud how flying missions in a supersonic aircraft prepared me to fly a desk and provide financial advice. The two are much more alike than they first seem to be!

Every time I strapped into the cockpit of an F/A-18D Hornet, I knew that one mistake could be disastrous. This reality inspired my commitment to continuous learning and fueled my passion for establishing processes to manage the risks required to both accomplish the mission and return home safely. As my squadron’s Aviation Safety Officer, I helped others apply these concepts and fly more safely and successfully. Along the way, I discovered my true purpose: when I'm focused on the success of others, I'm most productive and fulfilled.

While loss of life may not be at stake when it comes to one's financial well-being, loss of livelihood or lifelong dreams certainly could be. That's why, after leaving the service, I decided to employ my talent for decision making under pressure, my experience managing risk and my passion for serving others here at Edward Jones.

Shelly, my branch office administrator, and I prioritize exceptional service! I'm dedicated to unparalleled risk management and partnering with clients from Anchorage to Annapolis, providing holistic analysis and applying our established process to each client's unique purpose and goals. We cherish our clients and view our role in their lives as key members of their team dedicated to their ultimate success.

Though I love travelling the world with my family, I'm always happy coming home to Sandusky! I appreciate being able to give back to our community through various volunteer efforts including supporting Alzheimer's Association events, sponsoring community events and serving on the advisory board of our local Boys and Girls Club.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

My Personal Interests

  • Community Outreach
  • Real Estate
  • Snowboarding
  • Traveling
  • Active Lifestyle

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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