My first experience with Edward Jones was with my family's financial advisor (nearly 25 years ago) in Liberty, Texas, who helped them save for my college. At that point, I realized the positive impact that this career would have on people.

I purposefully chose to work with Edward Jones because our values match so well. The amount of personalized care and attention given to each client is unsurpassed in this industry. Knowing what is important to each of our clients, using our established process to help them achieve their goals and partnering with each of them is what keeps our office team and me engaged every day.

Our ideal clients are those who want to carefully and thoughtfully work toward meeting financial goals that range from preparing for or living in retirement, to sending a child/children to college, to developing estate considerations. No two scenarios are the same, and neither are the approaches to mapping out the strategies for achieving those goals.

Outside of the office, I pursue many volunteer activities to help out in our community including:
– Rotary International (past president 2008-2009 Cleveland chapter)
– Cleveland ISD Education Foundation (charter member and past president)
– Dayton Chamber of Commerce
– Cleveland Chamber of Commerce

I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation, so let's visit.