It's okay to save for a sunny day too. Enjoying a family vacation, new kitchen or a purchase you've always had your eye on can be difficult with the thought of a financial rainy day looming overhead. I work with my clients to create honest, durable and complete retirement strategies to help ensure that we've got the rainy days covered, so you can spend your retirement days enjoying the sun.

I've been part of the Edward Jones family since I was 5 years old. My father opened our branch in Medina in 1985. My mother then opened a branch in Brunswick in 1995. I joined the firm in 2012 and took over the office in 2015 when dad retired. With some of our client relationships approaching their 40th anniversary, intergenerational wealth strategies and family financial relationships have been a priority for me from the day I started in our office.

Whether you're just considering getting started investing, needing help planning a business succession or creating tax advantaged estate strategies, I am happy to sit down and spend some time getting to know you, your specific situation and your needs.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Intergenerational Planning
  • Insurance & Annuities

My Personal Interests

  • Traveling
  • Outdoor Enthusiast
  • Motorcycles
  • ATVs
  • Active Lifestyle

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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