Categories: Investment
Growing up in Putnam County, I developed an appreciation of living and serving others in a small town. Along the way, I’ve strived to build a reputation based on the values of my parents and grandparents. Living the values of faith, hard work, honesty, empathy and a willingness to go the extra mile have served me well at every step of my career. In 2018, I had the privilege of joining Edward Jones to serve Napoleon and Henry County. I chose to come to Edward Jones because they are a privately held company. We are always able to act in our clients’ best interests without conflicts of interest. My practice is centered completely on my clients’ goals and meeting my clients where they are on their journey.
By using an established process in my practice, I work to understand my client’s unique needs, comfort level with risk and their most important goals. I work hard at making sense of investing for my clients and I build personalized strategies and solutions to achieve their goals. I am privileged to partner together throughout their lives to keep them on track.
The services that we provide could not be done without my branch office administrator, Carolyn Heinrichs. Carolyn teamed up with me to give our clients prompt and personalized attention. Her warmth, skills and attention to details provide our clients an exceptional client experience.
On a personal note? My wife, Jill, and I have three children. Our family enjoys traveling, kayaking, golfing, volunteering, attending marching band events and experiencing Boy Scout high adventure trips. We are always up for an outdoor adventure.
