As your Edward Jones branch team, we believe it's important to invest our time in understanding your goals before you invest your money. In an effort to understand what matters to you most, we will work closely with you throughout your life and leverage your CPA, attorney or additional trusted professionals to customize the most appropriate long-term financial strategy for your unique needs.

My financial career started in 2000, while attending The Ohio State University. This career path led me to join Edward Jones in 2012 as a financial advisor. During my tenure with the firm, I have served as a client solutions leader, growth leader and coach. Additionally, I have served as a trustee and president of Visit Westerville and continue to provide resources to several civic organizations.

Living in Columbus, Ohio for the last 43 years has helped me to gain a unique perspective regarding the desires and opportunities of our amazing community. Both myself and my fiancée, Kimberly, who works as a healthcare professional, live and breathe community. We continually strive to give back both professionally and philanthropically.

Outside of the office, you may find me exploring the local reservoir on a kayak, painting or taking a long training run in anticipation of the next half marathon.

My Branch Office Administrator, Julie, is dedicated to providing you with the highest level of service possible. Residing in Ontario, OH, Julie has been with Edward Jones since 2018. She has a daughter, Maddy, who is a surgical technologist in the Air Force and a son, Preston, a yellow belt in Brazilian Jiu-Jitsu. When Julie's not busy keeping the affairs of the office in order, you could find her sipping on her favorite glass of wine or taking in the sun on Lake Erie Shore.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Employee Stock Options
  • Entrepreneurs & Business Owners

My Personal Interests

  • Outdoor Enthusiast
  • Volunteering
  • Painting
  • Sports Enthusiast
  • Soccer

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 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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