We serve individual investors and business owners. Our nearly 7 million clients have the benefit of working with a firm that is focused on the needs of individuals. Our focus is on helping you reach your long-term financial goals. Whether it’s the investments we offer, the services we provide, the offices where we work or the tools we use, all were developed with you in mind.
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 so you have more options when you retire, regardless of what you decide to do.
I joined Edward Jones as a Financial Advisor in 2003, working in New Carlisle, OH since 2004, and accepted Limited Partnership offerings with the firm in 2010 and 2014. I also currently serve as a Regional Field Trainer for new Financial Advisors and as a Level Coach for more tenured Financial Advisors.
I earned a bachelor’s degree from The University of Cincinnati in 1998. In addition, I received the professional designation AAMS®, Accredited Asset Management Specialist, and Certified Financial Planner CFP® Certification.
Active in the community, I have been a member of The Rotary Club of New Carlisle since 2006 and was Club President from 2009-2010. I also serve as Co-Founder and President of the Western Clark County Business Coalition (WCCBC).
I have been married to my wife since 1998 and am the proud father of 3 children.