As your Edward Jones branch team, we believe it’s important to invest our time in understanding what your goals are before you invest your money. Working in partnership with you and other key members of your team – like your CPA or attorney – as needed, I can help determine the most appropriate financial strategy for you and your family to help achieve success. As your financial advisor, I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.

We have an established process. Assembling your relevant financial history into a report which measures where you are today financially and projecting your future financial security is critical to that process. It is your goals that matter; we know how to quantify them. Once set, implementing an investment strategy to support your desired financial destination is the next step of the process. Lastly, partnering to evaluate how well you are remaining on track to reach your desired goals or adjust to new ones is a regular aspect to our office's function.

My team and I strive to build lasting relationships through personal contact. We are not just a brokerage firm; we care about the wellbeing of our clients. Those personal relationships and the due diligence we take in working with you are the best parts of what we do. We are here to build relationships for generations to come.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Golfing
  • Soccer
  • Traveling
  • Community Outreach
  • Movies & Entertainment

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More