I have always said that I have the greatest job in the world because I get to help people every day.

I am often told by clients, "We know that you care deeply for us and listen to us because we can hear the passion in your voice when we talk." I strongly believe that empathy is one's greatest skill, the ability to deeply engage and connect with another and truly understand them and how they feel.

I am inspired every day with the life stories I hear from my clients – their experiences, their life journey, their story. For almost 27 years, I have specialized in the more complex financial needs of a select group of high net worth families, healthcare executives and physicians, accountants, attorneys, nonprofits and business owners across 27 states. I feel great satisfaction serving widows and widowers because I positively impact their lives at a time of great need.

I have always prided myself in properly establishing expectations regarding investment fees and costs, risk tolerance of clients, and investment performance. I am also very proud of my team of Branch Office Administrators Alyssa Klepoch, Courtney Schultz, Jane Roose, Kathy Kolson and Nancy Kelsey. I tell everyone, "You can't find our level of service anywhere else." Please don't hesitate to call on our experienced team.

I have qualified to attend the Edward Jones annual Managing Partner's Conference 10 years in a row, an honor reserved for the firm's top 400 financial advisors in North America.

Graduating in 1986 from Lake Superior State University and 1994 from Central Michigan University, I hold both a Bachelor of Science degree of business administration and an MBA in finance and international business. Before coming to Edward Jones, I was a manager at The Dow Chemical Company.

Being fifth generation in my community, community is important. My community involvement includes having served on the NEMROC Board of Directors, Hospice of Northeast Michigan Board of Directors, Alpena Community College Board of Trustees and as a trustee for the ACC Foundation.

Amy and I have been married for 37 years and have three children: Gabe, Emily and Chloe May. As long as we are together, we enjoy everything.

Focus areas

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

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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