About

My first experience with Edward Jones was walking into a branch office at the age of 8 years old. My parents taught me at a very young age to not only be a saver but to seek the advice of a trusted professional. It wasn't until I was 18 years old that I went back to that same branch office and asked them, "How do I become a financial advisor?" As I worked my way through college with my dream in sight, I quickly realized that the culture and environment at Edward Jones was different than other firms. I worked for another brokerage firm prior to joining Edward Jones and through that experience realized that the amount of personalized care and attention that is given to each client here is unsurpassed in this industry.

At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use an established solutions-based approach tailored to your individual goals. We then make the commitment to partner with our clients throughout their lifetime to help keep them on track.

I've been in the financial services industry for 20 years and I'm also a limited partner with Edward Jones. I have earned the CERTIFIED FINANCIAL PLANNER™ certification and hold the Accredited Asset Management Specialist™ designation.

My wife, Kristen, and I are blessed to have called Ludington our home for over 19 years and have two amazing children, Hayden and Vanessa.

I am an active member in the community, currently serving on the board for the Spectrum Health Ludington Hospital Foundation and am also a member of Rotary Club of Ludington. Previously, I served on the board for the Ludington Center for the Arts for six years.

My partners in the office are Julie Deller and Angela Rozhon. Together, we center our commitment to serving our clients on their own terms and in the way they value.

Let us show you how we can make a difference!