Our primary goal is to understand what is most important to our clients and the families we serve. We use an established process to help our clients build personalized strategies to achieve their financial goals.

I have been a registered financial advisor for over 25 years and have been with Edward Jones Investments since May of 2002. I became a limited partner in 2005.

Senior Branch Office Administrator Joanne Riordan and I are proud of our approach to always put the client's best interest first. We care about our clients professionally as well as personally and provide a level of service we take pride in.

I have been married to my husband, David, for over 29 years. We have two daughters, Beth and Clara. We enjoy spending time with them at our lake home where we participate in spoiling our grandchildren, Benjamin and Madelyn.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies

My Personal Interests

  • Baseball
  • Health & Nutrition
  • Hockey
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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