I joined Edward Jones as a financial advisor in 1995, after serving two years overseas in The United States Peace Corps. I feel this experience provided me with valuable insight on how proper financial strategizing can impact not only an individual’s future but also the very core of your family and the advancement of one’s community.

My primary goal is to help individual investors develop an investment strategy. I work closely with you, your CPA, attorney and other professionals to help determine the most appropriate financial strategy for you and your families' long-term goals.

I have been a limited partner with Edward Jones since 2000. Since then, I wanted to further my knowledge, so I pursued additional education to obtain my AAMS™ professional designation and I am a member of the Financial Planning Association.

Because of my passion to help clients meet their goals, I have been honored to annually attend the Edward Jones’ Managing Partners Conference since 2018 – an honor reserved for the firm’s top 350 financial advisors.

My branch office administrators and I provide highly personalized and experienced service. All aspects of our branch team are aligned to help us better understand and meet your unique goals.

On a personal level, I graduated from Michigan State University with a degree in business. I earned my pilot license, having achieved my instrument, commercial, glider and seaplane ratings. My wife, Angie, and I have lived in the White Lake community for over 25 years along with our teenage son, Seth. Over these years, I have been an active member of our community, serving as the president of Montague-Whitehall Rotary Club in which I was a recipient of The Paul Harris Fellow Award for our efforts to provide clean water in third world countries. I have also served as The Shelby Optimist Club’s president and am a member of the chamber of commerce.

My hobbies include aviation, sailing, spending time with my family, hunting, history, museums and reading.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

My Personal Interests

  • Aviation
  • Sailing
  • Spending Time with Family
  • Personal Fitness
  • History and Museums

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu Closed for Holiday
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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