I am fortunate to have been a part of Edward Jones since 2001 when I had the opportunity to join this prestigious firm. I had researched many companies and craved the chance to work in such a unique environment. I love the challenge of working with clients comprehensively to ensure their financial health in such areas as retirement, savings, estate considerations and risk management. Each client is unique and my team loves the opportunity to facilitate in all those areas. In my office, you will usually meet Cheryl, Christine or Shannon, who are all dedicated to efficiently serve our clients.

I am committed to this community and relish the ways that I can improve and participate. I am on the board for St Paul's Methodist church and the Autism MODEL school board. Each is a worthy cause and I appreciate the opportunity to give back with my time and knowledge.

I am also an active Freemason and have been on the board of directors for Shriners International – yes, those guys that drive the little red cars in the funny little hats. I enjoy the brotherhood we get to share and the ways they give back to the surrounding community.

I am fortunate to have become a limited partner with Edward Jones and serve in the regional leadership of this company. We work to help each financial advisor serve their clients with the same level of commitment we strive for.

Our team is here to help you achieve your financial goals. It all begins with a conversation, so give us a call or stop by to get started.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Special Needs Financial Considerations
  • Wealth Strategies

My Personal Interests

  • Personal Fitness
  • Triathlons
  • Snowboarding
  • Hunting
  • Active Lifestyle

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

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