Clients can expect a consultative approach to their financial needs. They can also expect personal attention and prompt answers to financial questions and concerns.

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 can help ensure you have a comprehensive retirement savings strategy to help give you more options when you retire, regardless of what you decide to do. I can also help you develop a strategy to help you live the way you want in retirement and still leave money to your heirs, if that is your goal.

I earned a bachelor's degree in economics from the University of Illinois and joined Edward Jones as a financial advisor in 2004. I received the AAMS® professional designation in 2008 and was invited to become a limited partner with Edward Jones in 2010. In 2018, I received a CFP® certification.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.

My branch office administrator, Julie Freund, has assisted me since 2011 and is also a limited partner with the firm.

Focus areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • College Savings

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