Ever since I made my first stock purchase at the age of 16, I knew a career in investments was what I wanted to pursue. I went on to graduate from Western Michigan University with a Bachelor of Business Admin degree, along with a major in finance and a minor in economics.

After graduating from Western Michigan University, I began my career in the financial services industry, that spring of 1996. I've worked for multiple financial firms, in different roles since then, but none like Edward Jones. I was hired by Edward Jones in 2007 and set up my practice in Ortonville, Michigan. Today, I am both a financial advisor and limited partner at Edward Jones. I feel blessed to be a part of such a fine organization, helping families across America with manage their finances.

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what's important to each of my clients. Whether you're planning for retirement, saving for college, building your estate plan or a setting up a retirement income stream; we can work together to develop specific strategies to help you achieve your goals. We monitor your progress to help ensure you stay on track and determine if any adjustments need to be made.

Finally, let's talk about my support team behind my office. Thousands of people and advanced technology at our headquarters in St. Louis, MO, support our office, so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your estate planning attorney, CPA and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

My wife, Raquel, and I have one son, Tyler (16), and a Bernese Mountain Dog named "Cruz". We live in the Lake Orion/Oxford area and attend Kensington Church in Lake Orion. For fun, I love watching sports (on TV or better yet, in-person), going fishing and boating, traveling to tropical destinations, fitness activities and reading a good book.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Insurance & Annuities

Office Information

Office Hours

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 Closed
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More