One of my favorite quotes, often attributed to Confucius, is "Dig your well before you're thirsty." Whether it's a well, a fountain or a retired income you can outlive, each client is unique and important to me.

At Edward Jones, we have a proprietary process to help you achieve your goals. It is my privilege to personalize that process for you.

I have enjoyed partnering with my clients and their families over the long term. Today, you may need to safeguard your principle; tomorrow, you may need help with your IRA distribution. There are many ways to help determine the most appropriate financial strategy for you and your family.

I have over 20 years of experience as a financial advisor at Edward Jones. I graduated with a Bachelor of Science degree in business administration from Miami University (in Ohio); and earned my master's in business administration from Loyola University in Chicago.

I am looking forward to continuing to assist my clients for another 20-plus years to come.

One size does not fit all when it comes to the needs of my clients. Always remember: "Dig your well before you're thirsty."

Focus areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Divorce Finances
  • Special Needs Financial Considerations

My Personal Interests

  • Music
  • Fishing
  • Mountain Biking
  • Pets
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 03:30PM
Tue 08:30AM - 03:30PM
Wed 08:00AM - 03:00PM
Thu 08:30AM - 03:30PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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