At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.

My career with Edward Jones began in 1994 as the firm's 2,800th financial advisor. I wanted to become a financial advisor to change people's lives and, in my over 28 years of experience, I have found my career very fulfilling.

I earned a bachelor’s degree in business administration from Western Michigan University in Kalamazoo, MI. In addition, I earned the AAMS™ professional designation in 2001.

My wife, Cathy, and I have three children, one granddaughter and two grandsons. I enjoy living an active lifestyle by running, biking, hiking, skiing, gardening and fishing. Cathy and I also enjoy spending every minute possible with our grandchildren.

Our branch uses an established process to help our clients create a work-optional lifestyle while helping them to be good stewards over the assets they have been entrusted with. In this process, we use regularly scheduled meetings to help ensure our clients are on track to meet their financial goals while focusing on what matters to our clients and what we can control.

Our Branch Office Administrators, Jamie Martinez, Rebekah Otero and Cathy Knapp, have over 40 years of combined experience in supporting our branch. They are available to answer our clients' questions and provide excellent client service.

Our branch team provides highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Hiking
  • Jogging
  • Gardening
  • Scuba Diving

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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