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.