I joined Edward Jones in 1985, opening the first office in Gaylord, MI and was among the first 1000 financial advisors in the firm. We now have over 19,000 financial advisors and are included in the Fortune 500. Since 1997, I've attended every Managing Partner's Conference, an honor reserved for the firm's top 400 financial advisors. I feel fortunate to have spent my entire financial services career with Edward Jones, which has been consistently rated not only one of the best companies to work for, but also high in customer satisfaction.

My focus has always been to have a complete understanding of my client and implement strategies to meet their specific goals aligned with their risk tolerance. The mutual trust of the client relationship has made me look forward to going into the office every day. I specialize in complex client needs, partnering with my clients' CPAs, attorneys and other professionals to determine the most appropriate strategies.

I am supported in my office by two very competent and experienced Branch Office Administrators, Khara Curtiss (since 11/2003) and Baiba Green (since 09/2013). We strive to provide our clients with an ideal client experience.

I am a proud Michigan State University alumnus, having graduated in 1982 with a BA in finance. I then worked for General Electric in their finance department for three years prior to joining Edward Jones.

My wife, Margo, and I have two grown children and two beautiful granddaughters. We enjoy the outdoors, exercise and travel.

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 Closed
Sun Closed

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