I was hired by Edward Jones in my role as a financial advisor in 2009. Ultimately, my vision is to create relationships that provide our clients with a real sense of trust because they know that we care about what is most important to them and their families.

With the collaboration of my Branch Office Administrator, Anne Holzschu, we engage each client relationship using an established process that enables us to not only help our clients identify their goals, but also track and achieve their goals throughout their lives as their goals change. I partner with my clients to create tailored strategies that evolve as their lives evolve.

As a byproduct of our process, we have been able to enjoy incredible relationships with our clients and their families and have a deep impact on their lives because they know that we care about their best interests.

Along with being a financial advisor with Edward Jones, I became a field trainer for new financial advisors in 2017, I have been serving as a level coach for other financial advisors in our region since 2017 and I became a limited partner with the firm in January of 2019.

Outside of work, I enjoy time with my wife, Katie, and our four kids. I love to golf, I enjoy getting outside in the summer and winters here, and I currently serve as a board member for the Harbor Springs Area Chamber of Commerce.

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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