As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. I am committed to recommending high quality investments, at a risk level you are comfortable with and with full transparency of fees. By partnering closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you. This includes helping families and business owners organize, build, protect and transfer wealth.
In 2012, I joined Edward Jones as a financial advisor. Originally from Brown County, I graduated from Fayetteville High School. I attended Otterbein University and graduated cum laude with a bachelor’s degree, majoring in business administration with a concentration in both economics and marketing. I spent a semester in the Netherlands studying economics at Maastricht University. I’ve continued my education by earning the AAMS® designation and, in 2020, earning the CFP® designation from The Certified Financial Planner Board of Standards Inc. Additionally, I hold a Series 7 and Series 66 securities registration and an insurance license.
Investing in our community is very important to me. I am a past president, and current member, of the Hillsboro Rotary Club and a graduate of the 2018-2019 Leadership Highland program. In addition to my role as a financial advisor with Edward Jones, I currently lead our client solutions team, where we focus on helping each branch team deliver the ideal client experience. In my spare time I enjoy playing basketball, hiking and traveling.
Our team is dedicated to providing you with the highest level of service possible. Tammy Pruett, our senior branch office administrator, has been with Edward Jones since 2004 and Soni Vanhook, our branch office administrator, has been with Edward Jones since 2019. Please call our office to schedule an appointment or set up a review of your financial strategy.
- Wealth Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Intergenerational Planning
- Insurance & Annuities
My Personal Interests
Office Address225 W Main St Suite A
Hillsboro, OH 45133
Phone NumberMathew E Greene at (937) 393-8040
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 04:00PM|
- Web Conferencing
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