I began my career with Edward Jones in 2007 serving clients in Holland, Michigan. In 2011, I moved my practice to Cincinnati, OH when my wife, Maggie, got transferred with Procter & Gamble to the company's headquarters. Throughout my career as a financial advisor, I have always believed it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

In addition to working with my clients, I also lead the firm's group of more than 150 Edward Jones financial advisors and administrators in the greater Cincinnati area, developing future leaders in our community and partnering with our branch teams to be the first choice of long-term investors. Before being asked to lead the Cincinnati region in 2017, I became a limited partner with the firm and, in 2020, was named one of only 587 General Partners at Edward Jones.

I seek to deeply understand the evolving needs of my clients through strong personal relationships and to help ensure their team of attorneys, trustees and certified public accountants are in place to help them successfully manage their wealth. I hold my Series 7 registration, Series 66 registration, life and health insurance licenses.

Maggie, now also an Edward Jones financial advisor, and I live in Cincinnati with our three children, Harvey, Gabrielle and Claire. Besides spending time with my family, I enjoy traveling and working to improve my golf game.

My branch office administrators, Jannene Maudlin and Ronda Cecil, have over 30 years of combined experience and are dedicated to providing the highest level of service possible. We, along with the rest of our team in St. Louis, look forward to serving you and those that matter most to you.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
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

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