As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.

In 1992, I joined Edward Jones as a financial advisor, opening the firm's first branch office in Westerville. I became a limited partner in 2000 and received the CFP® professional designation in 2007. I have served the firm as a field trainer, visiting veteran, regional technology advisor, financial assessment regional advocate, growth leader and level coach.

My wife, Audrey, and I have two children, Lincoln and Reagan, and have lived in the area since 1985. In the community, I am past president and an active member of the Westerville Noon Rotary Club. I have also been involved with the Westerville Chamber of Commerce, Westerville Uptown Merchants Association and the Westerville Uptown Review Board.

My senior branch office administrator, Kristy, has over 16 years of experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Intergenerational Planning

My Personal Interests

  • Active Lifestyle
  • Cooking
  • Golfing
  • Health & Nutrition
  • Personal Fitness

Office Information

Office Address

39 North State Street Westerville, OH 43081

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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