For over 15 years, I have worked for Edward Jones as a financial advisor. I started with Edward Jones after graduating from Butler University in Indianapolis. My original office was in Schaumburg, IL, from 2006-2014. In 2014, I was offered the opportunity to move back and assume responsibility for an office in Goshen.

I moved back to Goshen, my hometown, to help those in my community with all aspects of investing and personal finance. My areas of focus are planning for retirement, generational wealth transfer, planning for educational expenses and creating retirement strategies for self-employed individuals and business owners.

I have a bachelor's degree in business from Butler University and also hold the Accredited Asset Management Specialist™ (AAMS®) designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

My wife, Diana, and I are raising our two children, Connor and Jacob, in Goshen. Besides running after the boys, we enjoy traveling, being outdoors and Butler sports!

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Employee Stock Options

My Personal Interests

  • Spending Time with Family
  • Basketball
  • Skiing
  • Traveling
  • Football

Office Information

Mailing Address

P O Box 333 Goshen, IN 46527

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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