As your Edward Jones branch team, we work to understand what's important to you. We use an established process to build personalized strategies to help clients reach their goals. We partner with clients, their CPAs, attorneys and other professionals to turn complicated situations into manageable results. If you want to have a purposeful discussion about your situation, give us a call.

About Us:

In 2002, I began my Edward Jones career in Delta Township. I became a limited partner with Edward Jones in 2010. What I enjoy most about the firm is that it fosters an environment that puts the client's best interest first.

I earned my bachelor's degree in business administration from Northwood University in Midland, MI. I received the CFP® certification in 2011 and the AAMS™ designation in 2006.

I am a long time member of the Delta Waverly Rotary Club that supports numerous charitable causes in the community. I am also an active member of the Greater Lansing Estate Planning Council.

When I'm not serving my clients, I enjoy gardening, fishing, golf and spending time with my wonderful family.

I am fortunate to work with a reliable and knowledgeable team that provide the highest level of service to our clients. Erin Mackie has partnered with me since 2004. She is a Registered Branch Associate. Her role is assisting me in serving our clients with full service complete wealth strategies. Kelly Powell, a Senior Branch Administrator, has been with the firm since 2016. Her responsibilities include client relations, administrative needs and providing the ideal client experience.

Kelly and Erin love spending time with their families and attending their kids' sports events.

Working with my team to serve our clients over the years has been the most fulfilling experience I could ask for in a career.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Insurance & Annuities

My Personal Interests

  • Volunteering
  • Gardening
  • Golfing
  • Wine Collecting/Enthusiast

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Branch Team

Email Me

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