My career as an Edward Jones financial advisor began in 2009. As a financial advisor, I believe it’s important to invest my time in understanding what my clients are working towards before they invest their money. Working closely with you, your CPA, your attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. My goal is for clients to retire with dignity and have the assets to live the life they envision for themselves, all while enjoying what is most important to them.

I attended Saint Francis University and graduated cum laude with a Bachelor of Science degree in mathematics. I also graduated summa cum laude from Ottawa University with a Master of Business Administration degree with a concentration in finance. I have a Series 7 and Series 66 registrations, as well as life, accident and health, and life variable contract licenses.

My branch office administrator, Karen Koches, has over 20 years of experience in the financial services industry and she is dedicated to providing you with the highest level of service possible. Please do not hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

By adding my branch office administrator, Barbara Jones, to our team in 2018, we have elevated our customer service even further. Our team has been able to meet more and more needs for our clients and serve them more deeply.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

Focus areas

  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Outdoor Enthusiast
  • Cooking
  • Wine Collecting/Enthusiast
  • Sports Enthusiast
  • Active Lifestyle

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 - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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