For over 29 years, I have had the privilege of working with families and business owners to help them build personalized investment strategies and achieve their financial goals. I work with them, their CPA, attorney and other trusted professionals to create a team to address each facet of their financial picture.

I am a lifelong resident of Lake Orion, MI, where I graduated from Lake Orion High School in 1982 and from Michigan State University in 1987 with a Bachelor of Arts and Science in business.

My wife, Brenda, and I have two boys, Preston and Blake, who graduated from Orchard Lake St. Mary's. I am currently a member of the Clarkston Chamber of Commerce and a past board member of the Clarkston Youth Assistance Club, Clarkston Optimists and Lake Orion Lions Club.

While working at Edward Jones, I have held numerous positions within the firm, including new financial advisor support specialist, regional growth leader, regional performance leader and Ted Jones coaching team coach.

In 2008, I qualified to attend Edward Jones annual Managing Partners Conference, an honor reserved for the firm's top 400 financial advisors. This is my 14th year as a qualifier.

My Senior Branch Office Administrator, Tammy Fleming, has 25 years of experience and is dedicated to providing you with the highest level of service possible.

Please call us when we can be of service to you.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Wealth Strategies

My Personal Interests

  • Baseball
  • Hockey
  • Hunting
  • Personal Fitness
  • Scuba Diving

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 - 04:00PM
Sat Closed
Sun Closed

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