In 2002, after working at the Chicago Board of Trade, I began my career with Edward Jones. With 20 years of experience in the financial services industry, I have come to truly love what I do. My goal is to understand what's important to you and help you build a personalized strategy to help achieve your goals, tailored around your comfort with risk.

I grew up in Birmingham, MI, graduating from Groves High school and Central Michigan University with a bachelor's degree in finance and a concentration in personal financial planning.

I opened the first Edward Jones office in Lathrup Village in 2002. Four years later, I opened the first office in Royal Oak, where I currently practice and plan to for the rest of my career.

My wife, Courtney, and I reside in Bingham Farms and have three children: Penelope, Lucy and George. Courtney is a professor at Wayne State University in their Physician's Assistant Program. We believe in and support our local communities and enjoy giving back to the community through the mentoring and scholarship opportunities for the local high school students. For the past 11 years, I've been a member with the Royal Oak Rotary.

In addition to working with families in our community, I've served as an Edward Jones mentor, support specialist, recruiting leader and performance leader in Metro Detroit. Since 2015, our office has been recognized at the firm's Financial Advisor Leaders' Conference, consisting of the top 800 branch teams. In 2021, our office was recognized at the firm's Managing Partner's Conference, which consists of the top 400 branch teams out of approximately 18,741 branch offices. We continuously strive to provide the best for our clients.

Client service is top priority for our practice. Branch Office Administrators, Sue Boonenberg and Jillian Leimback, strive to provide the highest level of service to every individual. Sue, who recently married this fall, has three children and has been a valuable part of our team for ten years. Jillian is a new mom of three who joined our team four years ago and has over 14 years of banking experience.

We are dedicated to providing you with the highest level of service to meet your needs throughout your life.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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