Being an Edward Jones financial advisor affords me the opportunity to make a difference in people's financial lives and futures. I believe it is important to listen to each person to discover what is important to them. After discovering your hopes and dreams, we can determine the most appropriate financial strategy for you and your family. Our branch team has built our business on personal one-on-one relationships.

Service to people has always been important to me and I particularly like the Edward Jones culture and the personal, one-on-one model that Ted Jones started. My Edward Jones career began in 1993 as a financial advisor in Cedar Falls, Iowa. In 2007, my family and I relocated to Goshen, Indiana. I was named regional leader for the Elkhart, St. Joseph, Marshall and Noble County areas and was responsible for 63 financial advisors and branch teams for six years. My wife, Rocio, and I raised our three children in the wonderful community of Goshen. Our children are grown now, and we have been blessed with three grandchildren.

I earned a bachelor's degree in business administration from Iowa State University in Ames, Iowa. In addition, I completed professional securities business education from Olin School of Business and London Business School. I am a graduate of the U.S. Air Force, Air War College in Maxwell AFB, Alabama and retired from the U.S. Marine Corps (RES) as a Colonel after 24 years of service.

My Senior Branch Office Administrators, Sarah Bliler and Peggy McCollough, have over 30 years of combined experience and are dedicated to providing you with the highest level of service possible.

At Edward Jones, we are focused on you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them. The firm has thousands of people and advanced technology supporting our office.

I welcome the opportunity to learn about you. It all starts with a conversation - let's talk.

Focus areas

  • Wealth Strategies
  • Special Needs Financial Considerations
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Military Professionals & Veterans

My Personal Interests

  • Aviation
  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Sports Enthusiast

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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