I have always had a passion for guiding and advising others on life and financial decisions. Shortly after settling my parents' estate, I had the opportunity to speak with an Edward Jones financial advisor. During our conversation, I realized that this was what I was meant to do with my life.
So in 2013, after a 25-year career in corporate finance, I began my journey with Edward Jones as a financial advisor. I was attracted to Edward Jones because of the firm's client- and family-centered values. The firm's mission and vision complement my own personal values, including integrity, hard work and building mutually trustworthy and beneficial relationships. I feel privileged every day that I get to help others plan and achieve their financial goals, and I have developed great relationships.
I live in Raisin Township with my wife, Nancy, and two children. We've been married for over 20 years and are active members of the community. I've been a member of the Adrian Kiwanis since 2014 and am part of a team that raises money for community projects. I am also a committee member of the Lenawee Walk to End Alzheimer's in memory of my mother, who suffered from this disease.
My branch office administrator, Courtney, lives in Tecumseh with her family. She has over three years of experience in the financial industry and is dedicated to providing you with the highest level of service possible.
My ideal clients are those who want to carefully and thoughtfully work toward financial goals ranging from preparing for or living in retirement, to sending a child or grandchild to college, to estate considerations. Together, we will use an established process to build personalized strategies to help you achieve your goals, and we'll partner together throughout your life to help keep you on track as life's priorities change.
We welcome the opportunity to learn about you and your financial priorities. Call the office for an appointment to see if we are the team for you.