My greatest rewards as a financial advisor come in smiles from clients when we have worked together on a plan and they begin to see positive results. Whether it is helping you maintain your current lifestyle, providing you a retirement paycheck or figuring out how to pay for your children’s education, my goal is to work with you honestly and honorably.

My introduction to stocks and investing came as a young child when my father showed me the financial page in the newspaper and explained in simple language the value of lifelong investments. I was hooked and, years later, find great fulfillment at Edward Jones in helping people understand and achieve their financial goals.

Years later when my father passed, I also learned about another role of the financial advisor. I had no idea that, even with a will or trust in hand, how many details had to be attended to in the transfer of assets for my mother’s care. For this and other reasons, I spend personal time with clients to learn about their families and ways I can help see that, after their death, transfer of their estate takes place smoothly and in a timely manner.

Edward Jones provides an established process that allows me to get to know what is most important to you. Then I build a personalized strategy to help you achieve your goals. Finally, I partner with you to help you stay on track to reach and exceed your goals. All of this is done face to face rather than through a toll-free phone call.

How do you determine if I am the right financial advisor for you?

Let’s start with a conversation and get to know each other. You tell me the things that are important to you. Then I will share the ways I can work with you most effectively. If we both see our partnership as a good fit for improving your financial health, we can build a relationship that can help you progress toward a secure financial future.

Focus areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Portfolio Reviews

My Personal Interests

  • History and Museums
  • Traveling
  • Home Improvement
  • Sports Enthusiast
  • Movies & Entertainment

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 - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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