Like most seniors in high school, I was unsure of my future career path. I knew I was going to college but wasn’t sure what I would study. A stockbroker gave a presentation about his career and while I don't remember the content of his talk, I knew that I wanted to be a financial advisor. As a financial advisor, I learn about my clients and what is most important to them, help them create a plan to achieve their goals and celebrate the milestones along the way.

After college, I began working at a bank and expected to move into the financial advisor role. However, I landed in the mortgage industry. As a mortgage wholesaler, I saw the difference financial goals made in a family's ability to buy the home they desired and build wealth. While the work I was doing was important, I wanted to do more. In 2008, I made the decision to follow my original dream of being a financial advisor.

At Edward Jones, I focus on my client's individual needs, goals and dreams. I put together customized strategies and adjust the strategy as life changes. I am always guided by my understanding of what is most important to them.

My administrator, Migon Fleming, is my right hand. My clients appreciate her ability to deliver what they need and making everything look easy. We appreciate the confidence our clients have in us and strive to provide exceptional and personal service for everyone.

When not at work, you might find me boating or biking. These sports have reinforced the importance of having a plan, making sure you're staying on course and making mid-trip corrections when the unexpected happens. These are skills that my client's value when working toward their goals. I also enjoy golf and spending time with my two teenagers!

My partner, Rachel, and my kids, aged 16 and 18, keep me motivated both at work and at home.

Now that you've learned a little about me, I'd welcome the opportunity to get to know you and see if we are a good fit.

Focus areas

  • Business Retirement Plans
  • Insurance & Annuities
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • College Savings

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 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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