Bio
Before I was an Edward Jones financial advisor, I was a client. After marrying my
lovely wife, Amy, I began working with an Edward Jones financial advisor in my wife’s
hometown in SW Michigan. With his help, I started planning for our family goals.
As a financial advisor, I believe it's important to invest my time understanding the
goals you're working towards. It's also important to understand the risk level you are
comfortable accepting when investing, so we can balance it with the necessary steps
to reach your long-term goals.
I hold a degree from Southern Illinois University where I studied facility management
- which is essentially managing large budgets and generating revenue growth. During
my time in corporate America, I helped build businesses and manage extensive
portfolios. Putting those skills to use for my clients to help build their dreams is the
most satisfying job I’ve ever had.
I want to help you with your next life steps: planning for retirement, saving for your
children/grandchildren’s college or protecting the financial future of your loved ones.
We partner together to develop specific strategies to achieve your goals. We also
monitor your progress to help make sure you stay on track or adjust when needed.
My team and I are dedicated to providing you an elevated client experience.
Our team is supported with economic experts, research analysts and advanced
technology to ensure you receive the most current and comprehensive guidance. In
addition, we welcome the opportunity to work with your trusted team (attorney,
accountant, and other professionals) to deliver a strategy that leverages everyone's
expertise.
If you run into me outside of the office, you might catch me, Amy and our kids
enjoying the outdoors or a good meal. We also like to visit family in SW Michigan as
often as possible.
