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, child's college education and tax reduction so you have more options when you retire, regardless of what you decide to do.

I joined Edward Jones as a financial advisor in 2015 with 14 years of prior experience and opened the firm’s third branch office in Wapakoneta. As a 1994 graduate of The Ohio State University, I hold a bachelor’s degree in business administration. In addition, I received the Chartered Retirement Planning Counselor (CRPC®) designation in 2019.

I live in Wapakoneta with my wife, Dawn, and our three children, Logan, Mason and Addison. I am an active member of the Wapakoneta Breakfast Optimist Club.

My branch office administrator, Patty Williams, has over 25 years of financial 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.

The small town incentive of having a personal relationship with an Edward Jones financial advisor can give you comfort knowing that we will do three things; understand what's important to you, personalize a strategy and work together throughout your life. We’re focused on you. The firm has thousands of people, services and advanced technology supporting our office so that we can help you visualize and understand how to reach your long-term financial goals.

Focus areas

  • Charitable Giving
  • Retirement Income Strategies
  • Wealth Strategies
  • Employee Stock Options
  • Intergenerational Planning
  • New Investors

My Personal Interests

  • Golfing
  • Health & Nutrition
  • Jogging
  • Reading
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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