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

I began my Edward Jones career in 2001 as a financial advisor in Clyde, Ohio, and became a limited partner with Edward Jones in 2007. I have served the firm in many volunteer roles in my region, including mentor, trainer, level leader, and most recently, performance leader.

A 2001 graduate of Ashland University, I hold a bachelor’s degree in business administration. I am an Accredited Asset Management Specialist™ (AAMS©), designated by The College for Financial Planning, in which I have successfully completed a 12-module professional education program, passed a final examination, committed myself to its code of ethics and agreed to pursue continuing education.

Originally from Bellevue, Ohio, I have lived in this area all of my life. My wife, Kelley, and I have three children – twins, Tyler and Morgan, and our youngest child, Blake.

Relationships are key. And in our view, meeting face to face builds strong professional and personal relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their business, their families and their lives.

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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

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