I have over 10 years of experience with Edward Jones, opening my office in Waterford in 2010. My sole focus is to clearly understand what's important to you, and then partner with you to build a personalized strategy to help you achieve your goals.

I grew up in the Lansing Area, attended Haslett High School and graduated from Michigan State University with my degree in economics.

My wife, Aimee, and I live in Hartland now and have two beautiful daughters, Declan and Hazel. We believe in giving back to the community. I have been a board member and president of the Waterford Rotary club, and I currently volunteer on our neighborhood HOA board.

As my practice continues to grow, I have partnered with financial advisors to train and mentor them. I also educate financial advisor candidates looking for careers with Edward Jones.

Alongside my senior branch office administrator, Carolyn Madden, I am dedicated to providing the highest level of service when partnering with you to help you can stay on track throughout your life.

We look forward to earning the opportunity to partner with you in order to help you accomplish all of your financial goals.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • New Investors

My Personal Interests

  • Cycling
  • Golfing
  • Spending Time with Family
  • Traveling
  • Movies & Entertainment

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 - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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