My journey to Edward Jones started in 2005 when my advisor recommended that I take a look at becoming a financial advisor. While I politely declined at the time to enter graduate school to obtain my Ph.D., I kept it in the back of my mind. After moving to Omaha in 2008, I fell in love with the Dundee area and knew I just couldn’t leave. In 2017, after two years at another firm, Edward Jones allowed me to bring an office back to the Dundee area.

With all the changes occurring in the industry the past few decades, we find the one thing that has not changed is our clients desire to be understood and appreciated. We listen to our clients as they discuss their current situation and we partner together to learn how their current situation and strategy will affect their long-term financial security. The world is different today, so your portfolio needs to evolve to reflect the changes that are occurring.

When working with our office, we partner together to anticipate market changes and respond appropriately. Our approach focuses on a long-term strategic planning that is personalized for you, responsive to change and monitored often. It's grounded in long-term fundamentals with adjustments for today’s markets. We will inform you about the risks in your portfolio and the different approaches we can take to manage them. As we help you navigate the risks and rewards of the market, we will provide a clear recommendations to help you achieve your goals.

Outside of my work at Edward Jones, I'm an active member of St. Margaret Mary Catholic Church and the Knights of Columbus Council 11800. I enjoy participating in community activities like the annual Dundee Flower Baskets and Dundee Days. In the fall, you can find me at the Holland Performing Arts Center as a member of Voices of Omaha presenting Handel’s Messiah. Give us a call 402-506-7530 or stop in and say hello. I look forward to serving the Mid-town and broader Omaha area for years to come.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving

My Personal Interests

  • Active Lifestyle
  • Art & Theater
  • Dancing
  • Mountaineering
  • Personal Fitness

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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