As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors building strategies that work toward specific goals we design together. Whether it's planning for retirement, saving for college or simply trying to protect the financial future of the ones that you care the most for, I take the time to identify each goal and develop the strategy to address it. I also coordinate and work cooperatively with other professionals who include CPAs, estate planning attorneys and life insurance specialists and agents to help execute needed objectives.

During our initial visit, I will ask several questions and actively listen to your answers, and then clarify them so that I can truly understand your needs and subsequent goals. I then get to know your risk tolerance and experience levels to fully understand the best strategies to meet your needs.

My Senior Branch Office Administrator, Betty Rauch, and Branch Office Administrator, Monica Buswell, are devoted to ensuring every client feels welcomed, valued, and that their needs are met with prompt assistance. Our branch team is dedicated to providing a highly personalized service. Every facet of our office experience is aligned toward helping us better understand your unique objectives and ambitions. Please do not hesitate to reach out to my branch team with questions concerning statements, retirement planning, investments, insurance needs or any other aspect of your financial picture.

After thirty years of working in the financial services industry, I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we employ; which in turn, helps them feel more comfortable when making decisions.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • Wealth Strategies

My Personal Interests

  • History and Museums
  • Genealogy
  • Music
  • Cycling
  • Traveling

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

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