As your financial advisor, I believe in a holistic approach that begins by understanding and clarifying your expectations and goals before investing any money.

Providing financial strategies involves more than just investment guidance. I welcome the involvement of your CPA, attorney and other professionals to help address the entire scope of financial concerns, including your tax mitigation, estate considerations and wealth protection strategies, as well as charitable giving, to tailor a strategy that is appropriate for you and your family. Earning your trust is my top priority, because only then can we develop a partnership that will allow me to understand what is truly most important to you.

It is also rewarding to know I am able to assist my clients in growing their wealth not just to retirement but through retirement. I intend to be with Edward Jones for the next 30 years. They say "when you love your job it doesn't feel like a job" and I can say confidently that I've found that here.

I am a graduate of Cedarville University where I majored in both finance and accounting, and I carry the Accredited Asset Management Specialist™ (AAMS®)* designation.

Outside of work, my wife, Ali, and I spend our time traveling, golfing, cooking and spoiling our dog, Luna. I also am a member of the Kiwanis Club of Xenia and a founding board member of Community STEAM Academy Xenia.

Within each successful enterprise is a team working together to accomplish a shared goal, and I'm blessed to have Rebecca Zeolla as my Branch Office Administrator. Together, we are dedicated to providing you and your family the best client experience possible.

* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Charitable Giving
  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Retirement Savings Strategies

My Personal Interests

  • Genealogy
  • Football
  • Golfing
  • Vintage Cars
  • Woodworking

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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