Starting my career with Edward Jones in 2007 gave me a front row seat to see how partnering with a financial advisor can benefit the clients we serve during challenging economic times. I learned during that time how to help my clients reach the goals they were trying to achieve, even when times are tough. I'm thankful for that time which gave me a perspective that I get to bring to my clients every day.

After graduating college, I served as a police officer. I had a plan to join the FBI. That career path changed when I began working with a financial advisor to help me look at my financial plans. I saw the value in what he did for my family and it soon peaked my interest to do this for others.

In 2010, I moved to the Dublin office and joined forces with Kim Bidwell. Kim is a great partner to our clients and has served at Edward Jones since 1999. Recently, in 2021, our office added Alissa Woolard to our team. Alissa has been with Edward Jones since 2011 and has been in the financial industry since 1991.

At the firm, I have served in many leadership roles. I have been new advisor coach, performance leader and client solutions leader, among others. I currently serve the role of regional leader for branches in the greater Columbus Area. I became a limited partner with the firm in 2015 and a general partner in 2021. I obtained my AAMS™ designation, given by the College of Financial Planning.

My wife, Emily, and I met while attending Ohio Northern University. We both ran track and cross country at ONU during our four years of college. After graduation, we married in 1999 and have two children. Zachary was born in 2001 and Alyssa in 2005. Emily has been a nurse at Nationwide Children's Hospital since 2006.

My family stays very active in varying capacities. I was a cross country coach at Teays Valley School from 2014 to 2020, while watching my children run. I enjoy running distances all the way up to the marathon and beyond. We enjoy travelling. Our family is actively involved at XChurch in Canal Winchester, where I teach and serve in various ministries to the community.

We enjoy working with clients who are looking to create a current or future income strategy. Our office works hard to provide exceptional service in helping clients organize, build, protect and transfer their wealth.

My Personal Interests

  • Active Lifestyle
  • Coaching Sports
  • Community Outreach
  • Running

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 07:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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