It seems like the world keeps spinning faster, and it is more important now than ever to focus on the horizon to keep us steady. I have been in the investment business for 26 years, and if I’ve learned anything, it’s that every client is unique. Henry Ford said, “Coming together is a beginning, staying together is progress, and working together is success.” I want to earn your trust and develop a partnership that will allow me to understand what is most important to you. I will work closely with you, your CPA, attorney and other industry professionals to not only invest your money, but to help you reach your financial goals.

I am a proud graduate of Illinois State University where I majored in both finance and business administration. After an internship with Edward Jones, in 1993 I became a financial advisor. In 1996, I took an opportunity to consult for one of the largest asset management firms in the industry. I spent the next 18 years training advisors, speaking at industry events and public seminars, and helping advisors navigate the markets. In 2014, I was welcomed back to Edward Jones and have been blessed to be able to use my wealth of experience to serve my clients.

In the past six years, I have been honored with the Spirit of Partnership Award, Eagle Award, Frank Finnegan Achievement Award and the Jack Phelan Achievement Award. In 2018, I graciously accepted becoming a limited partner in the firm.

Outside of Edward Jones, I enjoy traveling, attending concerts and spending time with my family. As a 4-year letter winner and college golf scholarship recipient, I still enjoy as much golf as I can. I am also a board member of the Don Greer Memorial Scholarship Fund.

I could not run a successful business on my own. Angela Page is my senior branch office administrator. Both myself and my clients are lucky to have her and benefit from her 25 years of experience. Together, we are dedicated to providing you and your family the best client experience possible.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Retirement Savings Strategies

My Personal Interests

  • Golfing
  • Football
  • Music
  • Scuba Diving

Office Information

Office Address

3938 Dayton-Xenia Rd Suite E Beavercreek, OH 45432

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 By Appointment Only
Sun Closed

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