As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

Along with my senior branch office administrator, Alice Melgoza, I have proudly been serving our clients for over 19 years. Alice and I both became limited partners of Edward Jones and have passionately contributed to the firm through volunteerism and leadership roles over the years. We believe our steadfast focus on teamwork is what allows us to deliver an exceptional experience to our valued clients.

On a more personal note, I am originally from the Chicago suburbs and relocated to Phoenix in 1997. I received a BS degree in psychology at Bradley University and an MBA degree at the University of Iowa. When not serving clients, I enjoy spending time with my family and pets, traveling to other countries, running and flying around the great state of Arizona as a private pilot.

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Wealth Strategies

Office Information

Office Hours

Office Hours
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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