I joined Edward Jones because the firm shares my commitment to a superior client experience based upon trust, transparency and integrity. I serve individuals, families and entrepreneurs who are seeking guidance in their journey to reach their financial goals.
My clients benefit from my experience of three decades working in the industry, navigating the volatility of the financial markets. My clients also have the advantage of advanced technology and thousands of professionals providing the most current and timely guidance in the world class organization, Edward Jones.
WORKING WITH YOU – OUR PROCESS
My approach begins with learning what's most important to my you, whether it's building a nest egg, protecting your wealth or transferring your estate. We then utilize an established process, the vast resources at Edward Jones, and collaborate with C.P.A.s, accountants, attorneys or other trusted professionals in your network to create a custom strategy to help you achieve financial success.
My passion for finance began when attending college in the Midwest, focusing on economics and finance. I moved to San Francisco and pursued my MBA while working during the day. I started a family and raised my kids here in the Bay Area. Today, I'm fortunate to be surrounded by a close network of friends, a large family and two incredible children.
I also believe it's important to give back to your community. I've been honored to serve on the board of Hamilton Families, a non-profit that serves families in the Bay Area facing homelessness.
Every day I go to work, I take pride and satisfaction in guiding my clients to make smart financial decisions to achieve a bright financial future for themselves and their loved ones.
Call or contact our office with your questions. My team and I are dedicated to offering the highest level of service to our clients and look forward to a conversation to discover what is most important to you.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Real Estate
- Personal Fitness