In my previous career, as a college professor, I assisted students with navigating academic challenges, barriers and obstacles. As an educator, I made an active effort to personally connect with my students and their families.

Navigating into my career as a financial advisor with Edward Jones, I leveraged my enthusiasm for education and teaching by helping clients in achieving their long-term family and business financial goals. I best serve my clients by first listening to what is most important to them then proposing personalized strategies to reach those goals. Through their financial journeys, my clients trust me to help ensure their investment mix aligns perfectly with their long-term objectives.

Using my unique ability to holistically assess my clients’ financial needs, I understand how important it is to create a strong financial landscape that builds generational wealth. With a focus on continued professional development, and as a Series 66 and Series 7 licensed financial advisor, I am committed to helping you develop financial strategies for you, your loved ones, and your employees.

Primarily serving diverse clients of all ages and incomes, I offer personalized strategies for:

- Developing fiscally responsible retirement plans, including innovative portfolio strategies for reliable income flow and continual growth in retirement
- Designing business retirement plans
- Preparing for the unexpected
- Saving for college

If you’ve had a recent life change such as switching jobs, welcoming a new addition to your family, selling your home, going through a divorce or experiencing a personal loss, I welcome a conversation with you to build a financial strategy for your family or business.

I would love an opportunity to discuss your financial goals and offer any suggestions that may be useful. Call or stop in today.

Focus areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Divorce Finances
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Insurance & Annuities

My Personal Interests

  • Cycling
  • Baking
  • Hiking
  • Rock Climbing
  • Gardening

Office Information

Office Hours

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

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More