I focus on qualified retirement plans and have built a structure around me to support businesses, individuals and trusts.

Before coming to Edward Jones, I have been a qualified plan trustee in charge of fiduciary obligations and day-to-day operations. As a third-party administrator, I prepared tax documents, completed compliance testing, optimized plan design, supported annual audits and navigated government audits. Now, as an Edward Jones financial advisor, I partner with retirement plans to deliver the ideal client experience.

As an Edward Jones advisor, I am provided with a tremendous amount of resources I can rapidly deploy. I have access to world class support, strategists, data analytics and resources that directly benefit the clients we work with.

I have a Master of Business Administration and a double major in general business and entrepreneurial management. I have started multiple businesses, managed rapid growth, employed individuals and advised large corporations.

We leverage smart technologies, an established process, firm guidance and our unique skill sets to serve our clients. We look forward to meeting with you, earning your business and working together for the long term.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Gardening
  • Music
  • Skiing
  • Vintage Cars

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 By Appointment Only
Sun Closed

Branch Team

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