In 1996, I joined Edward Jones as a financial advisor, opening the firm's second branch office in Alpena.

Prior to joining Edward Jones, I served as an analyst for 10 years. The experience gave me a unique insight into investing, which I now use to help my clients.

In 2010, I qualified to attend the Edward Jones annual Managing Partner's Conference, an honor reserved for the firm's top 300 financial advisors in North America. 2019 is my ninth year as a qualifier.

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.

Amy and I have been married for 34 years and have four children: Marc, Gabe, Emily and Chloe May. My active 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.

My senior branch office administrators, Kathy Kolson, Nancy Kelsey and Jane Roose, and branch office administrator Jenna Oliver, have 49 years of combined experience and are dedicated to providing you with the highest level of service possible. Please don't hesitate to call on them.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their careers, family, business and their personal lives.

Focus areas

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

Office Information

Office Hours

Office Hours
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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