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Specialties
I’ve been a member of the Edward Jones family for 12 years, the first four as a client.
The ability to help people with their most important financial goals and getting to know them deeply is what drew me to become a financial advisor. One of my biggest passions is providing financial advice for those who desire a comprehensive strategy. My branch office administrator, Ally, and I find that we best serve those who desire to carefully and thoughtfully work toward many financial goals. They desire a comprehensive financial strategy. To best serve my clients, I took the time to earn my CERTIFIED FINANCIAL PLANNER®, or CFP® certification and Chartered Financial Consultant®, or ChFC® designation. We specifically focus on helping our farming community, so I also earned the Agriculture Focused Financial Planning™ designation. We strive to make our clients feel welcome, comfortable, understood and respected at our office. The most enjoyment we get out of our jobs is working with clients throughout their lives to help them achieve their goals. I have lived in Van Wert, Ohio, my entire life, graduating from Van Wert High School in 2002. Afterward, I attended Ohio State University and majored in risk management. Some of my fondest memories are of performing in the OSU marching band. I came back to Van Wert and married my high school sweetheart, Courtney. We have twin daughters, Brooklyn and Bella. My daughter, Bella, was born with a mild case of cerebral palsy, affecting her right side. This has inspired me to focus more of my attention on families with special needs. Outside the office, I volunteer for Career Connections at Van Wert Elementary, along with helping out at church. I welcome the opportunity to learn about you, your financial goals and your plans for your future.
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Always free for clients.
CFP®, ChFC®, AFFP®
Chartered Designations
What do these credentials mean?
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