I have been helping families achieve their financial goals for over 25 years by providing guidance that combines knowledge, trust and confidentiality. I enjoy the challenge of developing and implementing complex financial strategies in partnership with my clients' accountant, attorney and other trusted professionals.

My personal mission is to simplify each clients' financial life, so they have more time to pursue their passions.


My career as an Edward Jones financial advisor began in 1994, opening the first office in Allegan, MI. I became a limited partner with the firm in 1998 and have held numerous leadership positions providing mentoring, training, and advanced strategy education to financial advisors throughout the nation. I am a 10-time qualifier for the Managing Partner’s Conference, an honor reserved for the firm’s top 400 financial advisors.


Melisa Lautenschleger – Registered Branch Associate, 24 years
Liz Sulzener – Senior Branch Office Administrator, 21 years
Alayna Oskey – Branch Office Administrator, 3 years
Sarah Querback – Branch Office Administrator, 3 years
Cooper Jennings – Financial Advisor, 4 years

Our talented team of professionals serve clients with care, compassion and a personal touch.

About Me:

My wife, Dawn, and I have spent 29 years together enjoying outdoor adventures and spending time with our two children, Izaak and Madelyn. Izaak is currently pursuing a business degree at Davenport University, and Madelyn is studying occupational therapy and running cross country at Hope College.

I am passionate about my community and wildlife conservation, currently serving as trustee for The Allegan County Community Foundation and director of the Allegan Area Ducks Unlimited Chapter.

Focus areas

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

My Personal Interests

  • Outdoor Enthusiast
  • Mountain Biking
  • Hunting
  • Spending Time with Family
  • Traveling

Office Information

Office Hours

Office Hours
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

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More