As a financial advisor with Edward Jones, my mission is to help my clients reach their financial goals. I provide personalized financial solutions that help my clients assess risk, plan for the future and retire comfortably. In Birmingham, MI, I work with an experienced team that focuses solely on each client's personal situation and goals.

Our clients are busy, successful individuals, such as business owners, executives, retirees and widows/widowers, who seek individualized service and advice in addition to benefiting from the strengths of a reputable firm.

I believe each client deserves personalized advice and my goal is to help clients achieve their financial goals. With each client, I listen closely to understand their needs and create and propose personalized solutions to address specific financial goals. Together, we select and implement appropriate solutions and meet regularly to review the progress and make adjustments accordingly.

Furthermore, I recognize that the economic environment continually changes. I believe that clients today are faced with an overwhelming amount of information and need individualized investment/financial advice. Market conditions can change dramatically and formulating strategies to achieve your long-term financial goals is more difficult today than it ever has been. Because of these complexities, successful financial strategies require a close working relationship between clients and their trusted advisors.

My wife, Julie, and I have two daughters: Ashlyn (16) and Laura (12). We currently reside in Bingham Farms, MI. We are members of First United Methodist Church in Birmingham, MI. I enjoy coaching and supporting my children in their numerous sports and youth activities.

In October 2008, I joined Edward Jones and I currently enjoy serving clients across the country in all aspect of their financial lives.

Focus areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • College Savings

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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