As a financial advisor with nearly 20 years' experience at Edward Jones, I have had the privilege to partner with hundreds of families and businesses and help them develop customized strategies to achieve their financial goals. This opportunity to work with so many wonderful clients has been one of the most enjoyable and gratifying experiences in my life.

I am passionate about what I do. My practice has been built to help individuals reach their financial goals. By listening to what is important to you, we can develop a plan that can accomplish your goals. What is most satisfying is helping others achieve their financial dreams.

As a young boy, my work career began by delivering the morning newspaper and mowing the lawns of many neighbors. From my parents, I learned the value of your word and the value of a dollar.

I graduated from Versailles High School in Versailles, Ohio. Home of the mighty Tigers! I graduated with a business degree from Miami University in Oxford, Ohio. In addition, I have a Master of Business Administration from Indiana University in Bloomington, Indiana in corporate finance and entrepreneurship.

Now, with 32 years of marriage to my wife, Annette, and six children, I have the practical experience in dealing with the kind of financial issues you may be concerned about. Saving for your own retirement. Saving for and paying for college education. Health care costs and concerns. Legacy, estate and gifting ideas. Informed, consistent and common sense advice is what we deliver to our clients.

You will also be supported by my full time Branch Office Administrator, Linda Grisez. In addition, we have thousands of highly trained experts in our home office. Our firm began in 1922 and has grown to serve nearly 7 million individual investors managing over 1.5 trillion dollars in assets under care. As a partnership, I am proud to be a partner at Edward Jones.

We are currently accepting new clients and look forward to meeting you.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • Business Retirement Plans

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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