I began my career in engineering and plant management, ending as an account manager. In 2009, I was recruited to be an Edward Jones financial advisor, opening and assuming responsibility our office in Bellaire and working with families and business owners to understand what is most important to them. We use an established process to help determine the most appropriate, personalized financial strategy to achieve your goals, such as business retirement strategies, insurance strategies, building a personal retirement strategy, risk assessment and asset allocation, financial analysis, estate and legacy strategies and saving for education.

My wife, Katie, and I reside in Bellaire and have four children: Brayden, Lucy, Ruby and Finnegan. We stay very involved in the kids' activities, helping coach and organize events when possible. My family and I enjoy outdoor activities and most all sports, as we are all very competitive. I love sharing great food and good drinks with family and friends. Within the community, I currently serve on the Bellaire Chamber of Commerce as president and their foundation as a board member. I'm a former board member and past president of the Bellaire Rotary club and Grand Traverse Community Foundation.

During my Edward Jones career, I have helped my colleagues by serving as a mentor, field training leader and client solutions leader for over 70 offices. I became a limited partner with the firm in 2018.

Also committed to our client’s success is my branch office administrator, Katie Verellen. She serves our clients' administrative needs with care, compassion and a proactive approach. Our branch team is dedicated to client confidentiality, exceptional customer service and understanding our client's values, motivations and needs. We partner together with our clients for life while collaborating with their other trusted professionals to help keep them on track to reach their goals.

Please call us when we can be of service to you.