I am proud to say that I have been building a strong business foundation with Edward Jones for over 17 years. I am grateful to be part of my clients' journey in life and help them achieve their financial goals.

At Edward Jones, we stand out from other firms due to our high level of personal service to our clients. The ability I have as a financial advisor to tailor solutions to each individual client is a mechanism we use as part of our established process. We personalize strategies to achieve your long-term goals, since one solution doesn't work for everyone, and I work hard to make sure your goals are my top priority.

It is also rewarding to know I am able to assist my clients in growing their wealth not just to retirement but through retirement. My intent is to be with Edward Jones for the next 20-plus 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 with Edward Jones.

An integral person in the success of our branch is my senior branch office administrator, Dana Geuy. Dana has been with Edward Jones over 17 years and has received multiple distinctions throughout her career. She partners with our clients and works tirelessly to ensure they receive the highest level of support and care you would expect with our firm.

I can't talk about the work facet of my life without mentioning the personal side. I am married to my wonderful wife, Stephanie, and we have five beautiful children. Without their support and encouragement, I wouldn't be where I am today.

I am a graduate of the University of Toledo's College of Business Administration with a focus in financial services. I hold my Series 7 and Series 66 securities registrations and my life/health insurance license. In order to better serve my clients, I have also obtained the AAMS® professional designation. In 2015, I graciously accepted becoming a limited partner in the firm.

I look forward to helping you reach your financial goals.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • College Savings
  • Portfolio Reviews
  • New Investors

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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