I graduated from University of Indiana Southeast in 1992 with a Bachelor of Science in business. I have worked at my Edward Jones office in New Albany, Indiana since 1998. I enjoy getting to know my clients and helping them achieve their financial goals.

Every strategy I recommend is based on what's most important to you. I will help you plan for long-term goals including preparing for or living in retirement, sending your children to college and outlining estate considerations. No two scenarios are the same and I believe in getting to know each individual client's needs and comfort with risk before developing a financial strategy.

My Senior Branch Office Administrator, Valerie Barnes, has been with Edward Jones since 2008 and is dedicated to providing you with the highest level of service possible.

Our branch philosophy is to treat our clients the way we wish to be treated by always promptly returning phone calls and making sure we get timely answers to any questions or concerns our clients may have.

Relationships are key and we will partner with you throughout your life to help keep you on track toward your financial goals.

If you don't currently have a financial strategy or would like to review your current one, we offer complimentary consultations and would welcome the opportunity to hear from you. Our office phone number is (812) 949-0675.

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Request an Appointment

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