At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We can develop a solutions-based approach tailored to your individual goals and provide exceptional service.
In 1994, I joined Edward Jones as a financial advisor, opening the firm’s first branch office in Cleveland Heights. I became a limited partner with Edward Jones in 2000.
In 2001, I completed the Global Jones Program, an executive program at the London Business School in London, UK. I also served as a visiting veteran for Edward Jones Ltd. in London, where I trained new financial advisors establishing offices throughout the UK.
I received my Accredited Asset Management Specialist (AAMS®) degree in 2002 and my CFP® certification in 2006. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I have been active in business and civic affairs in the area for many years. I currently serve on the Cleveland Print Club's board of directors and the Case Western Reserve University Estate Planning Advisory Council.
From 2015 to 2018 I served on the board of directors for United Cerebral Palsy of Greater Cleveland. From 2006 to 2015, I served on the Shaker Lakes Nature Center's Executive Committee and their board of trustees. I was vice president of the Cedar Fairmount Business Association from 2000 to 2004 and in 2002, I was Gilmour Academy's class of 1989 capital campaign leader. The Cystic Fibrosis Foundation nominated me one of "Cleveland's Finest" in recognition for my professional and community leadership in 1998.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our client's unique goals and needs.
Connect with me on LinkedIn.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- History and Museums
- Spending Time with Family