I am a trusted financial advisor proudly serving families, business owners and businesses. I work with my experienced team to build lasting relationships and we are focused on what matters most to you. I work with my clients to design, implement and monitor personalized financial strategies to help achieve financial goals.

My team and I have developed a proven process designed to help our clients grow and protect their financial resources, which empowers them to prepare for and transition through retirement. We develop a lifetime partnership with our clients by understanding their changing needs and working to help keep them on track.

I have a Master of Business Administration (MBA) degree from Eastern Michigan University, maintain an AAMS® designation, and am a CFP® professional.

While at Edward Jones, I have served as a field trainer for newer financial advisors, have held several leadership positions and have been recognized by our firm for exceptional achievement in building client relationships. In 2018, both Amber and I became Limited Partners of Edward Jones.

Most financial advisors have experience only in the financial services industry. With 25 years of experience as a business owner and entrepreneur, I have developed an appreciation and a unique insight into the demands that business owners face. My clients benefit from my broad-based perspective and real-world business experience.

Amber Koch is my business partner and senior office administrator. She is ably assisted by Kathy Powers and Ginni O’Quinn. We work together closely, as an effective team, to serve our clients and to demonstrate excellence to all we serve.