Growing up with a father who was a financial advisor meant that rather than spending all my birthday checks, allowance and babysitting money on things that I wanted right then, like dolls and candy, I was often encouraged and even incentivized to save. Though I didn’t understand what that truly meant, I did have a vague idea that I was putting money away with the hope that one day it would be worth more. In other words, if I put off what I wanted today, I could have what I wanted most in the future.

I trusted my father and in turn, trusted the established process. It wasn’t until years later as a college student where the cost of tuition and housing became a reality that I understood the value of carefully investing, and from then on, I was hooked. Throughout the twists and turns of my life, saving became a huge part of it.

Working as a financial advisor for Edward Jones allows me to in turn help others become savers as well. I am passionate about understanding what’s most important to clients, creating tailored solutions to help them achieve their goals and then partnering with them throughout their life to keep them on track. I also want to provide clients with the tools, skills and resources they need to achieve financial peace.

On a personal note, I love to live life to the fullest and go on as many adventures as I can. In my spare time I hike, dance, rock climb, canyoner, mountain bike and ski. I married my high-school sweetheart, and together we have four adventurous children who are just as active as we are. And just like my father, I am working on teaching the value of saving to my children with the hope that one day, they will also get hooked.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

My Personal Interests

  • Skiing
  • Rock Climbing
  • Outdoor Enthusiast
  • Mountain Biking
  • Dancing

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 02:00PM
Sat By Appointment Only
Sun Closed
Request an Appointment

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