As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA/accountant, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

I began my Edward Jones career in 1996 and I became a limited partner with Edward Jones in 1999.

I earned a bachelor's degree from Michigan State University in 1987. In addition, I received the AAMS™ professional designation in 2003. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final exam, commit to its code of ethics and agree to pursue continuing education.

I have been married to my spouse, Jamie, since 1992 and we have lived in Marshall, MI, since 2004.

As my business has grown, I have partnered with several financial advisors to help assist me in providing clients with exceptional and personalized service and advice. During my career with Edward Jones, I have served as a field trainer, mentor, productivity leader and currently assist our hiring team. I have also attended the last 11 Financial Advisor Leaders Conferences.

My branch office administrators, Marybeth Wilson and Louri Blanchard, have more than 13 years of combined experience and are dedicated to providing you with the highest level of service possible. Please don't hesitate to call on them with questions concerning your statement, dividends, stock certificates or your account in general.

At Edward Jones, we're focused on you. The firm has thousands of people and advance technology supporting our office so that we can help you reach your long-term financial goals.

Focus areas

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

My Personal Interests

  • Cycling
  • Hunting
  • Pets
  • Skiing
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

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