Hello and thank you for visiting my website.

A native to Colorado Springs, I am honored to have the opportunity to serve the community where I was born and raised.

I have enjoyed various roles within the financial services industry, but none more satisfying, and important, than that of being a financial advisor since 2007. I have the privilege of assisting and providing my clients with a holistic suite of investment and financial solutions, from early investing years to complex retirement income strategies, capital preservation, life insurance/annuities and distribution of assets to a family legacy or charitable endeavor.

I am very adamant about investor education. This is your money, not mine. With my several decades of experience in this industry, I am adept at helping clients not only understand what I am recommending, but why. And, I will always clearly delineate costs and fees associated with doing business with Edward Jones before anything is implemented.

Perhaps you're a seasoned investor looking for a second opinion on what your current investment strategy is, or is not, providing. Perhaps you have experienced a recent life event, such as a career change, a marriage or divorce, or the birth or passing of a family member. No matter the reason, I am here to help. We will have an introspective, fact-finding, two-way conversation regarding your current financial scope, your future financial needs/aspirations and timeframe, as well as your tolerance for potential risk. I will provide a suitable and appropriate investment strategy proposal (or potentially several) to help you achieve your financial success.

My trusted Branch Office Administrator is Kas Bowser. Kas has excelled at cultivating and maintaining client relationships in her 18 years with Edward Jones. You will enjoy Kas' affable and warm demeanor as much as her dedication to client service at the highest level.

Kas and I look forward to hearing from you; please feel free to call for any need.

Focus areas

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

Office Information

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 By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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