Personalized investing is our goal at Edward Jones. While money does not buy happiness, it is a source of accomplishment that fuels our aspirations. We have an emotional relationship with money and logic can go out the window during times of stress or life changes. This is when having a financial advisor that puts your goals first, can provide value.

Using an established process, I build personalized financial strategies for my clients that are tailored to their specific goals. I begin by getting to know you as a person and learning about what and who is important to you. Once the strategies are implemented, I contact you regularly to keep you informed and help make sure that you stay on track with your financial goals. When useful to my clients, I collaborate with their CPAs and attorneys, always respecting confidentiality.

I focus on planning for retirement, estate considerations, life insurance and saving for education expenses. I emphasize teaching my clients about their investments and ensuring that they have a thorough understanding of all their options. I appreciate all the valued relationships that I build and the opportunity to help others achieve the future they have planned.

I am an experienced financial professional whose range of knowledge allows me to provide comprehensive client care. I began my career in the insurance industry, earning my Property and Casualty license in 1998 and my Life, Health, and Annuity license in 2001. I transitioned to my role as a financial advisor out of the desire to help people manage their overall financial lives in 2006. It was always a dream of mine to partner with Edward Jones and give my clients the personalized touch that distinguishes Edward Jones from the rest.

Are you:
Recently retired?
Inheriting money?
Interested in Legacy considerations?
Looking for a second opinion?

I welcome the opportunity to meet with you. Contact our office today to learn more about how our team can help you reach your goals.