I am an Edward Jones financial advisor in Columbus, IN. I received the Certified Financial Planner™ (CFP®) professional designation and graduated from the Kelley School of Business at Indiana University - Bloomington, with a bachelor's degree in finance.

The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

My team and I enjoy partnering with a select group of individuals, families and business owners throughout the country to develop and implement comprehensive solutions to their financial needs.

We help clients organize and simplify their financial life. We believe this is best accomplished by first gaining a thorough understanding of their personal goals and then delivering highly personalized service and solutions to accomplish them. This includes collaboration with other trusted advisors, such as CPAs and estate planning attorneys, to help ensure each client's comprehensive strategy is seamlessly implemented.

My team and I assist clients to define and achieve their financial goals through a highly personalized process of understanding, analysis, action and review.

We excel at providing retirement income planning and portfolio strategies, tax-advantaged investment strategies, estate considerations and wealth preservation strategies.

Our team's experience and dedication, help enable us to make a significant, positive impact in the lives of our clients.

Focus areas

  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Wealth Strategies

My Personal Interests

  • Community Outreach
  • Golfing
  • Football
  • Traveling

Office Information

Office Address

3525 Two Mile House Road Columbus, IN 47201

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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