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 that you have more options when you retire, regardless of what you decide to do.
I graduated from Southern Illinois University with a bachelor's degree in business economics in 1997 and received a master's in business administration (MBA) degree from Saint Louis University in 2007. Since then, I have also been awarded the CFP® designation from the Certified Financial Planner Board of Standards Inc., as well as the AAMS® designation from the College for Financial Planning.
My senior branch office administrator, Carla Hall, has over 18 years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning statements, dividends, stock certificates or your accounts in general.
We believe that relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.
We want to understand what is important to you. We use an established process to create customized strategies to help you achieve your goals. Together, we provide personalized service, investments and the tools our clients need to work toward their financial future. All aspects of our business are aligned to helping us better understand and meet our clients’ unique goals and needs. Our goal is to partner with you throughout your lifetime.
If you have questions about your current investments, please contact our office to schedule time to discuss your concerns.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Estate & Legacy Strategies
My Personal Interests
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