I began my Edward Jones career as a financial advisor in St. Louis in 2006. I became a limited partner with Edward Jones in 2015. I am happy to say that my business is so much more than a job – it's a chance to fulfill my passion of improving the lives of families and businesses in our community.

Prior to joining Edward Jones, I had positions with the Chicago Tribune and AT&T, and taught economics at multiple universities. I came to Edward Jones in 2006 because I wanted to help individual investors work toward achieving their financial goals. In addition, my senior branch office administrator, Trisha Springett, and I have worked together for nine years to help ensure each client feels welcomed and valued.

I am a lifelong learner. Every day I strive to learn something new. I have the following degrees and certifications:

• Master of Arts, Economics, St. Louis University
• MBA, Finance, Loyola University, Chicago
• Bachelor of Journalism, University of Missouri, Columbia
• I have earned the CERTIFIED FINANCIAL PLANNER™ certification
• I have earned the Certified Investment Management Analyst® certification

Our team's mission is to provide that human element that is so important to partnering with you throughout your life to help you achieve your goals. I know it is all working when we look at our clients and realize how many of them are connected to each other. When you become our client, our hope is that your parents, children and neighbors will also become our clients.

Our office is located in St. Louis, but we have clients all over the country. While most of our clients prefer to meet face-to-face, we have some that just find it easier to meet by web conference. It is really your choice.

I have been married to Roger for 37 years. We have two grown children, Claire and Matthew. My loves include hiking, camping, kayaking, cooking, reading… And my dog, King Louis.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Intergenerational Planning
  • Divorce Finances

My Personal Interests

  • Reading
  • Hiking
  • Cooking
  • Camping
  • Backpacking

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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Branch Team

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