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. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

My background includes a finance degree in college and many years working as a commercial lender/private banker prior to coming to Edward Jones in 2007.

My personal commitment to those I serve includes always striving to increase my knowledge of finances, investment strategies and the economic environment. Certifications I have received from the College of Financial Planning are the Accredited Asset Management Specialist™ (AAMS®)* in May 2003 and most recently, the Chartered Retirement Planning Counselor (CRPC®) in December 2020.

*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.

My commitment to community service is also a priority. I have been a member of the Mandeville Rotary Club for 20 years, serving as President in 2007-2008 and continuing to serve on numerous board and committee positions.

Working together with you, your attorney and your accountant, we can deliver a comprehensive strategy that leverages everyone's expertise and develop a complete, tailored plan to help you achieve your financial goals.