I was thrust into the world of financial services when my father died without a will, and I administered his estate and created a trust for my special needs brother. My brother couldn't work and needed lifetime income. None of the financial advisors I interviewed illustrated how they could create sustainable income for my brother or what income could be expected. Still, this important problem had to be solved, and I felt responsible. After months of research and self-study, I created a strategy for my brother and discovered a passion for investing in the process.

In my 19-year professional career at Edward Jones, I've successfully helped a select clientele with complex financial situations, unorganized accounts and concentrated stock portfolios. When hired, I feel the same sense of responsibility to provide the solutions-based advice I sought years ago. A life savings represents a life's work, the sacrifices made and the risks taken, and it is an honor every time someone allows me to advise them.

I will use an established 5-step process to understand your goals, analyze your options, educate you about investment choices, bring order and clarity to your finances, and partner with you over your lifetime to help keep you on track. We collaborate with other professionals, CPAs and attorneys to deliver comprehensive guidance so you can make sound financial decisions, mitigate taxes, care for your heirs, protect your assets and magnify your charitable gifts.

Clearly communicating what you can expect and what our services cost drives our high Customer Service Excellence score. We strive to anticipate your needs and will provide proactive contact and prompt attention.

The best part of my job is participating in this great Stillwater community. I enjoy relationships with multiple generations in the families we serve, and I've been blessed to be able to contribute to area foundations so that Stillwater will remain a vibrant place in the future.