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Specialties
I have had the privilege of being a financial advisor with Edward Jones since 2020.
I have a passion for helping people make smart decisions about their money to help them achieve what is most important to them. I not only help clients achieve their goals but also hold numerous leadership and coaching roles within Edward Jones and in my community. I serve as president-elect for the Rotary Club of Macomb and am an active board member for the Leatherneck Advisory Club, MDH Foundation, Macomb Little League, Bridgeway Foundation and the Macomb Area Chamber of Commerce. These opportunities have helped me implement processes that I use to understand and meet my clients' needs. My teammates, Alisha, Jessica, and I use a comprehensive process to help our clients address each of their key concerns: making smart decisions about their money, mitigating their taxes, taking care of their heirs, helping make sure their assets are not taken unjustly and magnifying their charitable gifts. We work with a network of professional advisors to help our clients maximize the probability of achieving everything that is most important to them. I’ve been honored to receive several local and regional recognitions, including the 2024 Ted Jones Spirit of Caring Award for Region 79. This award recognizes financial advisors and branch office administrators who exemplify the firm's values, culture and spirit of giving back, contributing to the success of others, the team, the region and the firm. In 2024 & 2025, I was also invited to the annual Edward Jones Momentum Conference, an exclusive event designed to recognize high-achieving financial advisors who have demonstrated exceptional performance in their careers. I have earned the Chartered Financial Consultant®, Certified Exit Planning Advisor®, Accredited Asset Management Specialist™ and Chartered Retirement Planning Counselor™ designations, as well as the Agriculture Focused Financial Planning™ designation. Outside Edward Jones, I enjoy golfing, going to Kansas City Chiefs games, traveling, fitness, the outdoors and, most importantly, spending time with my wife, Jami, and children, Addi and Jase.
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Always free for clients.
Ch FC, CEPA, AAMS, CRPC, AFFP
Chartered Designations
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