As an Edward Jones financial advisor, what matters most to me is understanding what's important to you. Working closely with you, your CPA, your attorney and other professionals, we use an established process to help determine the most appropriate financial strategy to help you achieve your financial goals.
I have been in the industry since 2013. I graduated from The Ohio State University's Fisher College of Business with a degree in business administration and finance. I hold a General Securities Representatives (Series 7), Uniform Combined State Law Examination (Series 66), and life and health insurance licenses.
Outside of my role as financial advisor, I also train and consult other Edward Jones financial advisors in my region on the capital markets, retirement income, generational strategies and practice management.
The passion to help families implement wealth accumulation and transfer strategies is what drew me to Edward Jones.
During my free time, I enjoy playing with my two children, improving my golf and racquetball games and traveling with my wife, Mariah.
My branch office administrator is Lisa Sinnett. Lisa and I are committed to providing you with the highest level of service possible and understanding what is most important to you.