With more than 19 years of experience as a financial advisor with Edward Jones, I believe in a comprehensive approach that begins with understanding and clarifying my clients' expectations and their goals. I firmly believe that in order to do an effective job for my clients, I must first have a deep and thorough understanding of what is important to them. It is also imperative to partner with my clients over their lifetime by engaging them in established processes to help ensure they stay on track toward achieving their specific financial goals.

My experience has evolved my practice at Edward Jones into an approach that involves wealth and estate management strategies that involve more than just investment guidance. I welcome and encourage the involvement of clients' CPAs, attorneys and other professionals to address a broad scope of financial concerns including tax considerations, estate and wealth protection strategies, as well as charitable giving, to tailor strategies that are specific and appropriate for my clients and their families.

I received my bachelor's degree from Missouri State University and an MBA from Webster University with an emphasis in finance and economics. I also hold the AAMS™ certification and am an active board member at St. John's Lutheran Church.