I have been with Edward Jones for over 10 years and have a passion for helping others. I started my career at Edward Jones headquarters where I held numerous leadership and coaching roles. These opportunities helped me develop and craft skills and a philosophy that I use to understand and help coach my clients to meet their unique needs.

I help my clients develop a strategy for sustained, long-term financial success, whether their goals involve creating, spending, giving, protecting or transferring wealth. I particularly enjoy working with business owners, charitably-minded clients and families that seek to create multi-generational wealth.

In order to provide a comprehensive financial service, I partner with clients' accountants, attorneys and other trusted professionals in order to create the optimal solution. I am purposeful and process-driven in order to uncover risks and opportunities for my clients. My branch office administrator and I focus on delivering an ideal experience by consistently assessing the client's situation and informing the client of important developments. I understand that my clients are often busy, and I strive to simplify this critical part of life.

Outside of Edward Jones, I am an active member of Big Brothers Big Sisters of Kansas City, serving on the Big Impact Group and the Overland Park Chamber of Commerce.

Focus areas

  • Business Retirement Plans
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Charitable Giving
  • Intergenerational Planning

My Personal Interests

  • Cycling
  • Pets
  • Personal Fitness
  • Tennis
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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