At a young age, my great-grandmother helped shape my future. She was wise and gifted a small amount of money for my parents to manage for my future. As I grew up, my parents would show me the statements of how that gift grew over time. The impact that gift had on my life is one of the reasons I am so passionate about investing. Just as my great-grandmother's gift provided me freedom and flexibility, it is my goal to guide my clients to create a wise financial strategy and help them stay on track.

Edward Jones is unique in our ability to make decisions that are centered on our client's interests. At our office, we strive to provide an environment where our client's needs are understood, and to provide clarity to produce confidence into action.

Since 2011, our office desires to know clients on a personal level and serve them through tailored solutions that help meet their needs. A few areas we serve include:

- High Net Worth clients looking for tax efficient strategies.
- Business Owners who want the ability to utilize solutions for their companies and personal situation.
- Individual Investors looking to co-create a financial strategy.

Originally from Kansas City, my wife, Emily, and I moved back to her hometown in 2011. Having played tennis in college, our family of five likes to stay active by playing sports together such as basketball, tennis and golf. We love our community and neighbors and we feel it is important to be involved. We are blessed and wish to be a blessing to others. I am fortunate to give back by serving on the board of deacons as Sugar Grove Church and the board of directors at Loveway Inc.

My branch office administrator, Meredith Clark, and I are committed to deeply serving our clients. Meredith brings great attention to detail and a welcoming personality to our office.

We look forward to partnering with you and your family. We welcome the opportunity to discuss our services with you. Please call 574-848-9070 to set up our FIT appointment.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Volunteering
  • Spending Time with Family
  • Basketball
  • Golfing
  • Tennis

Office Information

Mailing Address

P O Box 336 Bristol, IN 46507

Office Hours

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

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