My first experience with Edward Jones, and what initially drew me to a career here, was the culture and environment they created for our clients and our employees. The amount of personalized care and attention that is given to each client is unsurpassed in the industry. I have worked with individuals in consulting and sales positions throughout my career. Through these experiences, I know that I am in the right place, and Edward Jones has given me all the tools and support to make a real difference in the lives of my clients.

As an Edward Jones financial advisor, I know it's important to invest my time in understanding what my clients are working toward before investing their money. My ideal clients are those who want to carefully work towards financial goals that range from preparing for or living in retirement to sending a child/grandchild to college or estate considerations. No two scenarios are the same, and neither are the approaches to mapping out the strategies for achieving those goals.

On a personal note, my wife, Lisa, and I have two daughters, Katelyn and Allison. Lisa has worked as a speech therapist in the public schools since graduating from Akron University. We enjoy spending family time together and are busy parents running our girls to extracurricular activities.

I enjoy helping others set goals and gain a sense of control over their future. I also enjoy teaching others about ways to save, invest and how proactive planning can help change the trajectory of their family legacy.

Focus areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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