As an Edward Jones financial advisor since 2011, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Our branch team is committed to assisting you. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

Our entire firm, along with advanced technology, supports our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

I attended Mount Vernon Nazarene University and graduated with a bachelor's degree in financial management and marketing. Since joining Edward Jones, I have earned the CFP®, CIMA®, CLU®, AAMS® and CRPC® professional designations.

The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Employee Stock Options
  • Charitable Giving
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Baseball
  • Skiing
  • Tennis
  • Hiking

Office Information

Mailing Address

Po Box 208 Bluffton, OH 45817

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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