As a financial advisor, I strive to deliver a consistent, personally tailored experience to my clients that is geared toward helping them reach their financial objectives. My team and I are fully committed to improving our clients’ financial well-being through an enjoyable, valuable and mutually respected experience in an elegant office setting. Ultimately, the value we deliver to our clients combines trust, experience and understanding of their financial objectives.

Using an established, research-driven process, I build personalized financial strategies for my clients that are designed to achieve their unique financial goals. I partner with my clients, along with their attorneys and accountants, to address their situations comprehensively and always respect client confidentiality. Once the strategies are in place, I continue to assess my clients’ portfolios for performance, diversification and risk. Throughout the process, I emphasize educating my clients so that they fully understand their options.

Since joining Edward Jones in 1994, I have dedicated my career to helping clients build wealth and achieve financial success. I am grateful for the support of my Sr. Branch Office Administrators, Tamara Gilmartin and Brenda Deak, who have been with the firm since 1995 and 2013, respectively. We focus on delivering the highest quality of client service and emphasize open communication, including transparency of all fees.

The greatest rewards of my career are the meaningful personal relationships I have built with my clients, many of whom I consider family. It is a privilege to serve them, and I appreciate their trust and loyalty. Many of my clients are multigenerational families; some spread throughout the country. I am registered in multiple states and am able to assist families, no matter where their loved ones live.

To learn more about the benefits of partnering with me and my team, contact my office today. I look forward to meeting you.

Focus areas

  • Portfolio Reviews
  • College Savings
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Cycling
  • Personal Fitness
  • Outdoor Enthusiast
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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