As your Edward Jones branch financial advisor, I believe it’s important to understand your core values so that your investment strategy supports what's important to you. With you, your tax advisor, attorney and other professionals, we can design a financial strategy appropriate for you and your family. I can also help with your retirement savings to maximize your retirement choices.

I came to Edward Jones in 1993 following a 20-year career in the United States Army, after having served as a company first sergeant and also having graduated with honors from the U.S. Army Sergeants Major Academy. My preparation for transition to the financial services industry began during my military career, where I completed both insurance and securities courses. I successfully achieved both the CFP® certification and AAMS® designation in 2006.

I am married to the former Patty McCalley who grew up in the Lawrence/Indianapolis areas and graduated from Bishop Chatard High School. My three daughters, all graduates of Indiana colleges, live in the greater Indianapolis area. In addition to active involvement in multiple local charitable organizations, including the Hoosier Veterans Assistance Foundation, I previously served as vice president of the Lawrence Chamber of Commerce as well as vice president of the Geist SERTOMA Club.

My branch office administrator, Mary Desotell, has more than 10 years of experience in financial services. Together, we are dedicated to delivering singularly superior investment, retirement and personal financial advisory services in a thoughtful and caring manner.

Office Information

Office Hours

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

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More