As an Edward Jones financial advisor, I understand that everyone's economic and life situation is unique, and I keep that in mind when providing financial advice.

My passion as a financial advisor is to help my clients make smart investment and financial decisions through professional relationships, based on uncompromising integrity, trust and personalized service. This has allowed us to make the greatest impact with young families, small business owners, widows/widowers and executives nearing or transitioning into retirement.

What does retirement look like to you? Where do you plan to send your children to college? How can you protect your family and wealth? Whether you are funding a college education, saving for a home or looking toward retirement, I will partner with you to get you there.

When you and I discuss a plan for your financial future, you will be encouraged to share your dreams and concerns, as well as to articulate what matters most to you. I use an established process to build personalized strategies that take your priorities into consideration. Once your custom-tailored financial plan is in place, we will continue partnering together to review achievements against your stated areas of focus and assure you are comfortable that everything is moving forward as planned.

Outside of finance, I enjoy keeping active with tennis, travel, and spending time with my daughters. I stay involved in our community as a member of the Chamber of Commerce and being a part of community projects, which benefit women and families.

Our branch office is effectively supported by Celeste Swank, our branch administrator, who has been with Edward Jones for over six years. Celeste is here to help build long-term relationships with our growing clientele and provide excellent customer service.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Portfolio Reviews
  • Divorce Finances

My Personal Interests

  • Social Responsibility
  • News & Media
  • Spending Time with Family
  • Tennis
  • Traveling

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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