As a financial advisor, I am committed to understanding what is important to you. I use an established process to help you build personalized strategies to achieve your financial goals. I will then partner with you and your family to keep you on track.

My branch office administrator, Charity, and I work seamlessly together to foster a welcoming client environment. Our office is a friendly, fun and open environment that treats each client like family. Our dedicated attention to client satisfaction is what sets us apart! We add value to the lives of our clients because we understand who they are and what is important to them. All expectations regarding communication, investment behaviors, changing markets and costs are clearly communicated and monitored throughout the relationship. Our clients have such a positive experience that they are eager and willing to refer friends and family. We are proactively seeking clients who value the level of service, planning and respect we offer.

I started my career with Edward Jones in 1997, after I graduated from Southeast Missouri State University with a computer science degree. I worked in our information systems division for 7 years, starting as a programmer analyst then transitioning into a project leader. In 2004, I decided to open my own branch office and have been serving families in the St. Charles area since then. I also serve clients throughout the St. Louis area and in nine other states. Technology allows us to still give concierge service with a personal touch.

I am an active member of Toastmasters International. Being a part of an organization like this keeps my communication and listening skills sharp – important skills that help make my clients feel valued, heard and understood.

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

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Traveling
  • Yoga
  • Baseball

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 - 04:30PM
Sat Closed
Sun Closed

Branch Team

Request an Appointment

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