I have been a financial advisor with Edward Jones for over 17 years and absolutely love my job! I am passionate about financial literacy and truly enjoy helping individuals understand how their own unique financial puzzle pieces fit together. It is an honor to partner with and walk alongside my clients through the inevitable ups and downs that life brings our way.

I graduated from Grand Valley State University in 2004 with a Bachelor of Business Administration, majoring in finance. I started my career with Edward Jones in 2004 and have been loving life ever since! I am committed to continuing education and earned my AAMS™ designation in 2007 and my CFP® certification in 2011.

I have been married to Beth for 15 years and we have two amazing children (Claire, 9, and Connor, 7). My wife is a former special education teacher and loves to volunteer and help at our children's schools. As a family, we love to be outside and go on hikes and biking adventures (preferably ending with ice cream).

Monica and Alina are our client service professionals who look forward to helping in any way they can to make your life easier! As a team, we strive for the highest level of excellence in customer service. We truly take pride in a job well done and don't take our clients' trust lightly.

I would be honored to connect with you and introduce you to our team to see if we might be a good fit to partner together to help you achieve your financial goals. Feel free to give us a call and we can set up a time to introduce ourselves to you.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Cycling
  • Music
  • Reading
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

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