I have been a financial services professional for over 25 years. For many years, I held leadership roles in corporate finance and operations helping companies achieve their financial goals.

Now, I am leveraging that experience at Edward Jones to help individuals. I have a passion for saving and smart investing to help individuals achieve their goals. I also give back with my time to non-profit organizations and focus on building relationships to help me understand the unique needs of my clients.

At Edward Jones, we offer an established process that leverages deep resources and technology to help clients build a customized strategy. I partner with clients' accountants and attorneys to ensure a collaborative and coordinated financial strategy is in place.

I am honored to serve a diverse group of clients including professionals, entrepreneurs, business owners, families with children, healthcare professionals and retirees. I provide customized solutions in a comfortable, friendly style. I am particularly focused to help clients understand their portfolio to ensure it is aligned to their time horizon and risk tolerance.

Outside of Edward Jones, I spend time with my family, enjoy traveling, staying fit and participating on the boards of non-profit organizations.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies
  • New Investors

My Personal Interests

  • Personal Fitness
  • Active Lifestyle
  • Spending Time with Family
  • Traveling
  • Gardening

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More