Throughout my life, helping others has been an integral part of who I am. I chose a career with Edward Jones because I believed I could make a difference in the lives of individuals, families and businesses in our community. Our financial well-being determines so much of our life's trajectory and it is my great joy and responsibility to help my clients organize, plan, protect and transfer their wealth.
I use a time-tested processes to help my clients turn their vision for the stories of the lives into reality. I recognize that most people have a clear vision of how they expect key moments in their lives will play out and my goal is to help them plan for the things that allow them to enjoy the journey.
On a personal note, I am married to my wife, Jennifer, and I have a young son Hudson (8). We currently live in Brunswick Hills, OH. When I'm not working or volunteering, I enjoy triathlons, golf, guitar, my son's activities and time away with family.
I have learned that every family has their own unique set of challenges and opportunities and every moment with family is a moment worth treasuring. Time is our most precious commodity and not a moment of it should be wasted worrying about financial uncertainties. I aim for you to feel informed and in control when working with us.
My branch office administrator, Adel Sommers, has a bachelor's degree in business administration and marketing. Adel has experience in management and has a passion for serving and building relationships with others.
Our clients are like our family and understand they are a part of something much more than just an investment firm. We live to serve others and our business has allowed us to support many organizations that are changing lives here in our community and around the world.
- Business Retirement Plans
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
My Personal Interests
- Community Outreach
Office Address1100 W Royalton Rd Suite Ee
Broadview Heights, OH 44147
Phone NumberMike Sheppard at (440) 230-9153
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