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. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.

But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals

My career with Edward Jones started in 1992. I have been serving individual investors in Troy since 1996. In addition to my service and counsel to individual investors, I have actively supported investor education on behalf of the firm's financial advisors and clients.

I was certified by the Certified Financial Planner Board of Standards Inc. as a CFP® professional in 2010 and earned my AAMS® designation from the College for Financial Planning in 2002.

I have served the firm as a visiting veteran, recruiting leader and performance leader for my region. I have been active in business and civic affairs in Troy for many years, serving on several boards, including deacon, trustee and on local youth sports boards.

I live in Troy with my wife, Robin. We have three children and four grandchildren.

Focus areas

  • Wealth Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Golfing
  • Hiking
  • History and Museums
  • Spending Time with Family
  • Traveling

Office Information

Mailing Address

P O Box 369 Troy, OH 45373

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More