Would you like to have someone in your "corner"?

I remember growing up always having someone in my "corner", working to help make sure I made good decisions as I was striving to achieve my goals. Whether they were my girl scout leaders, coaches, teachers, Sunday school leaders or parents, I had people who were there to look after my interests.

Humans need others to "be in their corner" to help them achieve their goals, whether it is a word of encouragement or a stern "no" or anything in between. Getting in your corner is what I do as a financial advisor. Our branch team uses an established process to help understand your wants and needs. We then implement a strategy that strives toward achieving your goals. We work to partner with you throughout your life to assist you in implementation of that strategy, making adjustments as needed, to help make sure you remain on track.

My ideal client enjoys a strong relationship with me. We develop a deep trust in each other. It is my greatest joy to be of service to my clients. I have been there through all stages of life with my clients - I've helped widows through their darkest days and had new parents in my office to open a college savings account. My ideal client allows me to partner with their CPAs and estate professionals to ensure their strategy is holistic. We are serious, long-term investors. I continually remind people that we are Edward Jones Investments, not Edward Jones Trading.

So if you want me to be in your corner and help you craft a strategy geared toward achieving your financial goals, please contact me today. If you aren't ready to jump head first into financial strategies, please still reach out and we can get to know each other better before diving in.

Thank you

Focus areas

  • Wealth Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies

My Personal Interests

  • Community Outreach
  • Skiing
  • Traveling
  • Camping

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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Branch Team

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