Living in Bluffton is an integral part of who I am and why I choose to work here. My wife grew up outside of town, and Bluffton has always been near-and-dear to us. We knew this is where we would raise our family once my commitment to the military was fulfilled. Our three children now attend Bluffton Schools and we enjoy volunteering whenever possible.

Over 20 years ago, I opened my first brokerage account at Edward Jones with my enlistment bonus from the Army. Shortly thereafter the "dot com" crash happened, and I quickly learned about market fluctuations. Having navigated through several corrections, preparing a down market strategy is a key focus with my clients.

Helping clients with ebbs and flows of market cycles is just the beginning. I believe in long-term investing - through good and bad markets - with an emphasis on quality and diversification. As your trusted partner, I'll be there to help you along the way, providing investment advice, with you and your goals in mind. What's important to you may change. We'll meet regularly to review your progress and help you stay on track.

Working at JPMorgan for nearly 15 years, and the financial services sector for nearly 20 years, gives me a unique perspective. I don't believe any person has the market cornered on all good ideas. From the thousands of people in our home office, to our local attorney, accountant and other trusted professionals; we work as a strong team to provide comprehensive and individualized guidance.

I use Edward Jones' expertise along with my experience, to walk alongside you and your family through important milestones. I look forward to meeting you and working together on a plan that protects what's most important to you.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Outdoor Enthusiast
  • Archery
  • History and Museums

Office Information

Mailing Address

Po Box 125 Bluffton, OH 45817

Office Hours

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

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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