I have been a financial advisor with Edward Jones since 1989. I help individuals, families and business owners determine and prioritize their goals, formulate plans and investment strategies for achieving those goals, and execute disciplined investment strategies.
Alongside my team of financial professionals, I am committed to understanding my clients' needs, motivations and values. I utilize an established process to help my clients identify, establish and achieve their goals through comprehensive, uniquely-tailored financial strategies. I partner with my clients for life, knowing that needs and goals may change. When outside professional cooperation is beneficial to my clients, I can collaborate with your CPA, attorney and other trusted professionals, always keeping your information confidential.
With my branch administrators, Susan Thomas, Machell Kathan and Mary Hersey, I am dedicated to doing what is best for my clients and serving them with loyalty, passion and care.
In addition to my financial advisor role with Edward Jones, I have been a limited partner with the firm since 1993, a regional leader since 2013 and a general partner of the firm since 2016. In my role as a regional leader, I am responsible for the leadership of over 60 branch teams in the Metro Detroit area.
I am a graduate of Brother Rice High School and The University of Michigan – Ann Arbor.
I enjoy giving back to the community. I have served on the boards of the Village of East Harbor Retirement Community, the Chesterfield Library Foundation and the Greater Algonac Chamber of Commerce. I am a former president of the Anchor Bay Rotary Club and the New Baltimore Civic Club, vice president of the Anchor Bay Chamber of Commerce and secretary of Anchor Bay Knights of Columbus.
I enjoy spending time with my wife, Carrie, and our sons, McGuire and Brendan, especially at our lake home in Northern Michigan. I am a passionate skier, an avid runner and a sporting clays enthusiast.
- Retirement Income Strategies
- Divorce Finances
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
- Portfolio Reviews
My Personal Interests
Office Address10127 26 Mile Road
Ira, MI 48023 opens in a new window
Mailing AddressPo Box 395
New Baltimore, MI 48047
Phone NumberPat Dorcey at (586) 725-6445
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