The inspiration for my career started when I was young by following my grandmother's stocks. I became passionate about investments and financial markets during my studies at Lehigh University in Bethlehem, PA. Upon graduation, I wanted to turn my passion into a career to help people achieve their goals, such as retirement, saving for college and protecting the financial future of the ones you care for most. This led me to join Edward Jones as a financial advisor.

I want to know what is important to you. I build my business around listening to and understanding my clients' goals and long-term dreams. We partner together to develop specific strategies to help achieve your goals and monitor your progress to help make sure you stay on track. Through it all, we're dedicated to providing you topnotch client service.

Our branch team is led by senior branch office administrator De Pifer. De has over 20 years of experience serving our customers and enjoys running and creating art. Karen Lohr joined our team as a full-time branch office administrator in June of 2021. She comes to us with a finance and accounting background and enjoys pottery and hiking. I am very proud to work with my partners; we enjoy the opportunity to serve our clients and be a part of their journey.

I was born in Tiffin and grew up in Lima, OH. My wife, Amy, and I have been married since 1998. However, we first met on a swim team before the age of 10. We have two children, Emily and Molly, and have lived in Worthington, OH since opening my branch in 1992. I have previously volunteered on the boards of the Worthington Chamber of Commerce, Leadership Worthington (past president), the Worthington Convention and Visitors Bureau and a few other community-based organizations. We worship at Worthington United Methodist Church.

At Edward Jones, we're focused on you. I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation – let's visit.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • College Savings

My Personal Interests

  • Traveling
  • Swimming
  • Football
  • Fishing
  • Golfing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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