Edward Jones Investments
As an Edward Jones financial advisor, I believe it’s important to invest my time
to know you and understand your goals before you invest your money. This understanding helps determine the most appropriate financial strategy for you
and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
In 2012, I began my Edward Jones career in Mount Gilead. Prior to coming to Edward Jones, I spent 12 years in corporate America holding various positions in sales, sales training and sales management with Eli Lilly, Cyberonics, Cardiva Medical and Johnson & Johnson.
I attended the University of Findlay, graduating in 2000 with a bachelor’s degree in business administration/marketing, and again in 2003 with a master’s degree in business administration.
My wife, Theresa, and I have been married for 17 years and have two children, Olivia and AJ. Originally from Findlay and after living in Delaware for 10 years, our family relocated to Mt. Gilead in 2015.
As an active member of the community, I have served as a board member for the Morrow County Chamber of Commerce and chamber president for 2015. I am also active in Kiwanis, United Way and coaching youth athletic teams.
The clients I serve best are disciplined and serious about reaching their financial goals. We work together to achieve success.
My senior branch office administrator, Mary Hupfer, has over 13 years of experience with the branch and is dedicated to providing you with the highest level of service possible. She has lived in the community for over 42 years. Mary looks forward to strengthening client relationships and being of assistance with accounts. From 2014 to 2017, she served a regional support role with Edward Jones.
At Edward Jones, we’re focused on you. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.