In 2011, following a successful corporate career which included leading $150M-plus global business units and $1B sales organizations, I began my career as a financial advisor with Edward Jones. As a financial advisor, I leverage the knowledge I’ve gained to help individual investors, business owners and businesses to identify, prioritize and achieve their financial goals. We focus on deeply understanding our clients, using a proven process and partnering with them over their lifetimes to stay on track. Working with you and your CPA, attorney and other professionals, I can help you determine the most appropriate financial strategy for you and your family

My business partner and Senior Branch Office Administrator, Brenda Walton, has over 14 years of experience with the firm allowing her to handle even your most complex situations. She is ably assisted by Chrissy Keough and together, we are passionate about demonstrating excellence every day in serving our clients.

I was born in the Dexter/Ann Arbor area and have lived here most of my life. I am married to Denise and we are very proud of our three adult children: Katie, Jeff and Beth. I am a graduate of the University of Michigan with a degree in electrical engineering. Additionally, I have an AAMS® designation from the College for Financial Planning.

I have served Edward Jones as a visiting veteran and for several years have served as an official coach for other financial advisors. Both Brenda and I are limited partners in Edward Jones.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings

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 - 04:00PM
Sat Closed
Sun Closed

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