As an Edward Jones financial advisor, I believe it’s important to invest my time to understand 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 strategy, so you have more options when you retire, regardless of what you decide to do.

I earned a bachelor's degree in financial planning from The Ohio State University. In 2013, I received the AAMS® designation from the College for Financial Planning.

In 2009, I began my career with Edward Jones, first as an intern then as a financial advisor at the Edward Jones headquarters. Today, my Edward Jones office is located in Loveland, Ohio.

My wife, Erin, and I moved from Hilliard, Ohio to Loveland in 2015 to be closer to family. We are actively involved in our church, are avid sports fans (Go Buckeyes!) and enjoy traveling when we can.

I enjoy volunteering for the firm and in the community. I'm currently an active member of the Mason Deerfield Chamber of Commerce and a board member for CincySmiles Foundation. I also provide investment and retirement education through the Lifelearn Program. At Edward Jones, I volunteer my time to help train and develop new financial advisors.

My senior branch office administrator, Jennifer Holmquist, has nearly 20 years of experience and is dedicated to providing you with the highest level of service possible. She is available to answer questions concerning your statement, dividends, stock certificate or your account in general.

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

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Sports Enthusiast
  • Music
  • Volunteering

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 - 05:00PM
Sat Closed
Sun Closed

Branch Team

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