Growing up in Northern Kentucky, I have learned to appreciate the values and culture of our community; where people work hard and focus on their families. That is why I am proud to serve our community by helping families understand what is important to them and developing strategies to help them achieve their long-term goals.

I attended Centre College and graduated in 1998 with a Bachelor of Science degree in economics. Immediately upon graduation, I began my career in the investments and financial services industry at Fidelity Investments. After relocating to Texas, I continued my education at Southern Methodist University in Dallas, earning a Master of Business Administration with an emphasis in finance.

I returned home in 2008 and shortly after began my career at Edward Jones. My focus has always been on building long-term relationships with families and small business owners. I have leveraged my education and over 20-years of professional experience to help build customized strategies for each client. My goal is to partner together with them throughout their lives to ensure they stay on track in accomplishing all their goals.

As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what is important to you before you invest your money. Working closely with your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

When not in the office, I enjoy spending time with my family, traveling and volunteering with various organizations around the area.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Camping
  • Community Outreach
  • Traveling
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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