As an Edward Jones financial advisor, I put my clients' interests first and invest my time to fully understand your financial goals. I focus on developing long-term relationships, building your strategy for retirement, protecting your family from the unexpected and creating a strategy for your estate.

I am proud to partner with our clients to organize, grow, protect and transfer their wealth successfully. I often work with multi-generation families to develop custom strategies for wealth transfer. I work collaboratively with CPAs, estate planners and your other trusted professionals.

A University of Iowa Hawkeye, I will always be loyal to the Black & Gold. My love for investing dates back to 1987. My career with Edward Jones began in 2002 and I am proud to be a limited partner of the firm. In order to deeply serve my clients, I studied with the College for Financial Planning to earn the AAMS® professional designation.

My wife, Michelle, and I have three children: Wesley, Quincy and Jaylee. When I'm not working, I am traveling the world with Michelle. I am an outdoor enthusiast and you can often find me boating, golfing, fishing, hunting and hiking. I have a love of music and currently serve on the board of directors for the Columbus Symphony. I prioritize giving back to my community. I have served as officer for several charities and consulted for the City of Powell. My family and I are parishioners at Saint Joan of Arc.

My office team member, Smaro Janes, enjoys partnering with our clients and is committed to creating the best client experience possible. We embrace the opportunity to serve by helping you feel understood, informed, in control and secure about your future.

We look forward to partnering together over your lifetime and keeping your family on track with what's most important to you!

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Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

My Personal Interests

  • Community Outreach
  • Traveling
  • Music
  • Sports Enthusiast
  • Active Lifestyle

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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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