My career with Edward Jones dates to 2004. Having weathered the 2001 recession, I became interested in not only my own financial circumstances, but in others’ as well. Recognizing the impact of a recession on my friends and neighbors, I saw the potential to have a positive impact in my community as a financial advisor.

I was attracted to Edward Jones by the culture and environment created for clients. The one-to-one services tailored to each family align with the unique needs and circumstances each family experiences generation after generation.

Similarly, Edward Jones provided me with a platform for training that built on my life experiences. Today, I provide training to other Edward Jones financial advisors in the area of insurance to help protect client resources.

My team:

Senior Branch Office Administrator (BOA) Sara Harris
Senior BOA Janice Williford
On-call BOA Mackenzie Cooley

Our team is best suited to work for families who share common traits about finances including a commitment to specific, achievable goals such as: retirement, paying for education, preparing for the unexpected and planning your estate. We have a process called Financial Foundations which helps clients collect all the pieces of their financial puzzle.

On a personal note, my wife, Jackie, and I raised our three children in Holland. We enjoy the outdoors in all seasons and particularly love our boat. I am a cyclist and avid golfer. We also enjoy volunteering for: Renew Therapeutic Riding Center, Pillar Church, Hospice of Holland and The United Way.

I'm fortunate to live, work and contribute to this community; I am grateful to partner with Edward Jones whose culture reflects my values of stewardship and paying it forward.

If you are interested in building your family’s financial strategies, please call us.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving
  • Insurance & Annuities

My Personal Interests

  • Outdoor Enthusiast
  • Spending Time with Family
  • Reading
  • Golfing
  • Cycling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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