I am a seasoned financial advisor with more than 15 years of experience. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they can have confidence in their future.

I enjoy getting to know my clients at a personal level. It allows me to best help them strategize for the future. Strategy planning is more than just investment performance, it really focuses on clients' goals for retirement lifestyle, estate considerations, protection planning for life, long-term care, educational funding and emergency cash strategies.

I became a financial advisor after 15 years in the medical industry. I apply almost 40 years of life lessons to help my clients navigate life's curve balls including job changes, loss of loved ones, unexpected inheritance and paying for kids' college.

I graduated from Michigan State University in 1990 with a BA in general business administration.

My wife, Jennifer, and I have enjoyed life on Gun Lake raising Kelsey and Gary. We really enjoy water sports, pontoon cruises and incredible sunsets. I also enjoy fishing and duck hunting with friends on the lake.

My senior branch office administrator, Renae Morrie, has over 13 years of experience. She and her husband, Jeff, have three children: Caleb, McKenna and Jackson. They enjoy watching her kids play tennis, soccer, gymnastics and competitive cheer. They also enjoy camping and spending time on their lake.

My branch office administrator, Monica Reich, has over five years of experience. She and her husband, Todd, enjoy spending time with their grandkids and relaxing at the lake.

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

We look forward to seeing you soon.

Focus areas

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

My Personal Interests

  • Outdoor Enthusiast
  • Skiing
  • Hunting
  • Fishing
  • Pickleball

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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