Prior to coming to Edward Jones, my experience working with advisors was that everyone wanted to sell me some expensive product. Soon, I became ingrained with wanting to understand and learn more efficient ways to plan for my retirement without the sales pitch. After experiencing the early loss of a loved one and the financial questions that arose, I decided to become a financial advisor and work to be the most trusted advisor in West Michigan. My investment philosophy is simple. Invest in good businesses, don’t bet against the American consumer and be patient.

Outside of the office, my hobbies include spending time with my family and friends and ordering too many books on Amazon.

Dawn Swafford is my Senior Branch Office Administrator with over 24 years of experience. She is responsible for keeping both me and our clients organized and is available to assist you with all your administrative needs.

Through our retirement optimization process, our goal is to partner with you and your family to build financial goals, strategies and pathways to financial health and leave a legacy that is important to you.