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 also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do. If you are already retired, I will work with you to manage your retirement accounts, implementing strategic withdrawals to meet your income needs.
I began my career as an Edward Jones financial advisor in 2010. A native of Colorado, I have lived in Athens since 2002. Since moving here, I have been active in business and civic organizations in and around the Athens area.
I attended the University of Northern Colorado and University of Colorado. I hold the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) registrations. I am also licensed with the State of Georgia Insurance Commissioner: life, variable annuity, variable life.
At Edward Jones, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. Relationships are key, and in our view, meeting face to face builds strong relationships. Our office is located inside the perimeter for easy access and convenient for clients.
We provide the investments, services and tools to help achieve the financial future our clients envision.
- Socially Conscious Investing
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- Retirement Income Strategies
- LGBT Finances
My Personal Interests
- Animal Rescue
- Community Outreach
- History and Museums
- Outdoor Enthusiast
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More