I have been a financial advisor with Edward Jones since 2004. I have spent my entire career in Suttons Bay, Michigan. I assist both individuals and businesses in identifying and achieving a variety of financial goals and objectives. I develop and execute personalized investment programs to meet client's goals. We service clients' needs across the country.

Sonya Girdley is my branch office administrator and is a valuable member of our team. Sonya and I take the time to sit down and really get to know our clients' motivations and needs. We utilize an established process to help make each client feel understood and informed. In our branch, we have developed a personalized client service program to aid in delivering the appropriate level of service each client deserves.

My passion for the work that I do began with my parents and the career paths they chose. They taught me the value of hard work and discipline that I practice today for our clients' benefit. I have learned over the last 16 years that watching a client achieve their goals is a reward that I truly cherish. Both Sonya and I are limited partners with Edward Jones.

In my spare time, I enjoy spending time with my wife (Lori) and dog (Woodson). We enjoy going on hikes and traveling. We love living in Northern Michigan and are Michigan natives. Community involvement is important to us and we are proud to support local organizations such as the Alzheimer's Association, Cherryland Humane Society and Boy Scouts of America.

My Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Health & Nutrition
  • Landscape Design
  • Traveling

Office Information

Mailing Address

P O Box 571 Suttons Bay, MI 49682

Office Hours

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

Branch Team

Email Me

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