Investing has been a passion of mine for as long as I can remember. In my former career as a systems engineer, I would work with manufacturers to calculate return on investment for capital improvement projects on their compressed air systems. For me, the only issue with this was the fact that it was a transactional relationship. Once I justified the purchase of a system, I would have to move on to the next opportunity. I also love entrepreneurship. I grew up in a family of business owners and I have owned and started businesses since college.

Since 2018, I have been able to live out my true passion as a financial advisor with Edward Jones. I get to combine every aspect of my previous experiences that I enjoyed most. I get to build lifelong relationships with clients that I now consider friends. I also get to run my own practice with access to all the support and resources that Edward Jones can offer.

I believe it’s important to invest my time in understanding what is important to you before you invest your money. I then use an established process to create a tailored financial strategy that fits your specific needs. I help our clients organize their wealth, build their wealth, protect their wealth and ultimately transfer their wealth. I also work to create strategic partnerships with your accountant, attorney and other professionals, as appropriate, to keep your interests top of mind.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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