As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you are working toward before you invest your money. By working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you can have more options when you retire, regardless of what you decide to do.

My Senior Branch Office Administrators, Marci Bennington and Tempest Norris, are always here to help with your financial needs. Marci and I have worked together for the past eight years, while Tempest joined our team in 2019. It is our combined goal to ensure each client feels welcomed and valued.

Prior to joining Edward Jones, I assisted individual business owners with Tupperware and Longaberger to grow their businesses. I decided to come to Edward Jones in 2007 because I wanted to help individual investors work toward achieving their financial goals.

I hold a bachelor's degree in financial management from Florida Southern College, where I was 1989 magna cum laude graduate. I received the Accredited Asset Management Specialist™ professional designation in 2009 from the College of Financial Planning, which 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.

Originally from the Akron/Canton area, I have lived in Licking County since 1997. As a part of this community, I have a passion for encouraging our future workforce to pursue what truly interests them. I am also an active member of Centenary United Methodist Church. However, my most gratifying, and sometimes challenging, role is that of a father. My spouse, Shannon, and I have two sons, Steven and William.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving

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 Closed
Sun Closed

Branch Team

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