Big life changes can be stressful. I help take the financial stress away by providing hands-on, personalized solutions designed to help you reach your financial goals.

You want to focus on life's most important moments and not spend your time worrying about your money. The problem is that you are unsure where to start and what to do. This can make you feel overwhelmed and insecure about your financial future. That's where I come in. I believe that you deserve to feel good about your finances.

I understand it is important to achieve your financial goals. That is why I have spent my professional career working with hundreds of individuals and families. I listen to what is important to you and use an established process to create personalized financial strategies to help you reach those goals. From planning for retirement to growing your wealth to saving for higher education, I work diligently so you can focus on life's most important moments while trying to stay on track to reach your financial goals.

Once we have strategies in place, I continue to partner with you throughout all of life's triumphs and challenges to help ensure your financial goals stay intact.

I regularly work with federal employees, small business owners and multiple generations of families. I am registered in multiple states and work in collaboration with your trusted CPAs and legal professionals to develop strategies for wealth and property transfer, tax reduction, business succession and preparing for the unexpected.

Outside of my role with Edward Jones, I serve on the board of directors for Harrison County CASA and volunteer through my church, 4H and Rotary. In my free time, I enjoy reading and spending time with my family.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Special Needs Financial Considerations
  • Estate & Legacy Strategies

My Personal Interests

  • Community Outreach
  • Traveling
  • Cooking
  • Reading
  • Spending Time with Family

Office Information

Office Address

107 Cambridge Place Suite C Bridgeport, WV 26330

Office Hours

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

Branch Team

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