Growing up, I watched my dad and grandparents run two small businesses. My first job was helping them at the restaurant and motel. My grandmother, my first role model, was still running her business when she passed away at 83. I truly believe my love of work and my strong work ethic comes from those experiences.

My passion is helping clients put all the pieces of their financial picture together. I guide them through a personalized process. We talk about what’s most important to them and implement strategies that help achieve their goals. We continue to review and adjust as needed while partnering with them throughout their lives.

My branch office administrator, Charity, and I work seamlessly to foster a friendly, fun and welcoming environment. Our attention to client satisfaction sets us apart. All expectations are clearly communicated. Our clients tell us they have such a positive experience and refer friends and family. We serve many working professionals and pre-retirees and welcome engaged and responsive clients who value our level of service, planning and respect.

I joined the information systems division of Edward Jones in 1997 after graduating from Southeast Missouri State University with a computer science degree. I loved computer systems but found that I loved interacting and building relationships with people even more. In 2004, I opened my branch office and have been serving families in the St. Charles area ever since. I also serve clients throughout the St. Louis area and in ten other states. Technology allows us to provide concierge-style service nationwide.

Outside of the office, I enjoy spending time with my three sons. We love Cardinals baseball, attending concerts, personal fitness and traveling.

If you are considering a change, would like a second opinion or are looking for a financial advisor, I invite you to contact our office today to see if we’re a good fit.