I began my career with Edward Jones in my hometown of Marion, OH, on March 9, 2009. As some may know that is a historic date because it was the bottom of the market following the great recession of 2008. Starting during this time gave me wonderful insight as to how beneficial effective communication can be between my clients and I. It became clear that although times can be tough and uncertain, communication was and still is key.

Growing up I worked for my parents at our family restaurant. During my time in the food industry I grew to know that customer service and efficiency was vital. This experience, that I sill carry with me today, taught me the importance of customer service and the role it would play in keeping folks coming back day after day.

I chose to work for Edward Jones due to the culture and unique business model. I learned about the firm's history while finishing up my degree in economics. Although starting in Marion, I quickly transitioned to working at our world headquarters in St Louis. There I would help individuals all over the country work toward their financial goals. Soon thereafter I moved back to Ohio and began to run my practice in Plain City, OH. In 2018 I moved to the Marysville office where my home is and my children go to school.

When I'm not at the office, I spend much of my time coaching and watching my kids play sports. My wife, Marah, and I have been blessed with three beautiful children. Our oldest, Zaydyn, was born in 2011; our middle guy, Macdyn, was born in 2013; and our youngest, Penelope, was born in 2020. Marah has been a 7th grade math teacher at River Valley since 2010 but more recently has stayed home since we welcomed Penelope in to the world. When we are not at a sporting event, we enjoy traveling, hiking, skiing and just about any other adventurous activity we can find.

Throughout my financial advising career I have found a true passion for helping individuals as well as local business owners reach their financial goals. With an intense focus on customer service, I use an established process to build a tailored strategy specific to your goals and work with you throughout your lifetime to help keep you on track.

Along with my branch office administrator, Joselyn, we work hard to provide excellent customer service by helping clients organize, build, protect and transfer their wealth.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Wealth Strategies

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 06:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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