As an Edward Jones financial advisor, I believe in investing my time to understand what goals you're working toward before you invest your money. Working with you, your CPA, attorney and other professionals, we can help determine the most appropriate financial or retirement strategy for you and your family.

My career as an Edward Jones financial advisor began in 2006, after working with Edward Jones as a client for several years. Prior to joining Edward Jones, I had a successful career in the civil/construction/infrastructure industry, rising to the position of vice president.

I have been honored with awards from Edward Jones, including the Jack Phelan Award, Regional Leader's Award, Rising Sun Award and the A.F. McKenzie Award. I became a limited partner with the firm in 2011.

I am a graduate from Michigan Technological University, earning a Bachelor of Science degree in business administration and an associate degree in applied science and civil engineering technology.

Cheryl and I have been blessed with three daughters: Elizabeth, of Boise, ID; Lacey, of Bend, OR; and my youngest, Abigail, who is studying at university in Boulder, CO.

Born in Gaylord and raised in Clare, MI, I have lived and worked in northern Michigan all of my life. Active in business and civic affairs, I currently serve as a board member with the Gaylord Downtown Development Authority, as chair for the Munson Healthcare OMH Foundation and as a Rotary International member.

My volunteer efforts at Edward Jones include growth team leader, visiting veteran programs, mentor, field trainer and financial assessment training advocate.

My Branch Office Administrators, Meredith Feole and Jessica Gilbert, are dedicated to providing the highest level of service. Please don't hesitate to call them with any questions.

At Edward Jones, we are focused on you. The firm has thousands of people and advanced technology supporting our office so we can help you reach your long-term financial goals.

Focus areas

  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies

My Personal Interests

  • Backpacking
  • Scuba Diving
  • Skiing
  • Volunteering
  • Traveling

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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