When I decided to become a financial advisor, I knew I would be involved with people’s finances. What I’ve learned, after nearly 20 years, is that I become involved in their lives. I get the call when there are good times like marriages and births, and at sad times, like divorce and death.

My clients’ savings represent more than dollars; they represent progress toward important goals in their lives: that new home, a college education for their children or grandkids, well-deserved retirement security or a legacy for the next generation. My clients range in age from the 18-year-old just starting down the road to saving for the future to the 70-year-old who’s enjoying the fruits of a life well-lived.

If you’re looking for someone who will partner with you to achieve what’s important in your life and the life of your family, please contact me. Together, we’ll develop strategies for reaching your objectives. I’ll help you monitor progress and keep you on track. I will engage the resources of Edward Jones and, when needed, partner with your attorney and/or accountant to help ensure your success.

When that special day arrives, I'll look forward to your call saying you're ready to redeem your account for the goal it was established to achieve.

And I hope, over the years, I’ll become both a trusted financial advisor and a friend.