While preparing for my business career, I had the privilege of serving as an intern with an Edward Jones office in northern Indiana. That internship with Edward Jones validated my career path and I moved to St Louis, Missouri, to work in the Edward Jones home office. In 2014, I began my financial advisor career and relocated to Cincinnati, Ohio.

Our practice serves a select group of successful professionals and retirees who, among other things, aspire to a work-optional lifestyle. Through meaningful relationships with our clients, we've developed and refined our process to help put the pieces of your financial puzzle together. Our process consists of four parts – we help you identify, build, protect and help you stay on track for your financial success, while learning what is important to you, and why.

I enjoy being part of the community and giving back. I am a board member of the Little Miami River Chamber Alliance, member of Clermont County Chamber and speak at local high schools in addition to volunteering with their DECA programs. I also volunteer with the Alzheimer's association, Ducks Unlimited and several professional organizations in the Milford/ Loveland area. I have also volunteered for several regional roles within the firm.

My wife, Hannah, and I have three sons, Theo, Frankie and Louie. We recently moved to Loveland and opened our office in downtown Milford. We look forward to building our future in both river towns! We enjoy being outdoors, boating, hiking, snowboarding, doing home improvements, personal fitness, golf and participating in virtually anything competitive. Hannah and I were both collegiate athletes (volleyball and football).

My Senior Branch Office Administrator, Brenda Deger, and I have teamed together since 2014. Brenda and her husband, Mike, live in Montgomery with their beloved Dachshund, Docker. In their free time, they love traveling, planning their next adventures and spending time with their sons and their families.

My team is committed to providing you with the highest level of professional service. Our mission is to become your trusted partner on your financial journey.

Focus areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • College Savings

My Personal Interests

  • Personal Fitness
  • Outdoor Enthusiast
  • Home Improvement
  • Golfing
  • Snowboarding

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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