As an Edward Jones financial advisor, I want to understand what is important to you. I will use an established process to help you build personalized strategies to achieve your goals. While working closely with you, your CPA, attorney and other professionals, I focus on quality customer service for business owners and individual investors. We will partner together throughout your life to help keep you on track to protect, build and work toward your financial goals and needs.

I began my career as an Edward Jones financial advisor in 2002, after graduating from Miami University Oxford with a bachelor's degree in marketing and a minor in finance. In addition, I earned the AAMS® professional designation in 2007.

Originally from Elkhart, I am a fourth generation resident of the area and currently reside in Middlebury with my wife, Brooke, and our four children. I lead an active, family-oriented and often athletic lifestyle.

I have been active in the community and business affairs for many years, including Dollars for Scholars, CARES, River Oaks Community Church, Children's Lifeline Ministries, St. Joe Chamber of Commerce, St. Joe County Estate Planning Council, Elkhart County Estate Planning Council and the Osceola Business Association.

My senior branch office administrators, Kimberly Harrell and Melissa Wachs, have over 30 years of combined experience with Edward Jones. They are dedicated to providing you with the highest level of service possible. Please do not hesitate to call on them with your questions concerning your statement, digital services or your account in general.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Golfing
  • Coaching Sports
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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