As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Monte Vista in the San Luis Valley has been our home for almost 30 years and is a place where a hand shake and a promise is still sincere and true. What is my job as a financial advisor? It's helping our clients reach their long-term goals, save for higher education for children and grandchildren and help them achieve retirement independence.

Using an established process, I begin by understanding what is most important to you and then work to develop personalized financial strategies based on your priorities to help you achieve your goals. In your financial life, I help you focus on things that matter and things you can control, and will partner with you over time to help keep you on track.

My Personal Interests

  • Community Outreach
  • Golfing
  • Hunting
  • Fishing
  • Traveling

Office Information

Mailing Address

Po Box 762 Monte Vista, CO 81144

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 - 02:30PM
Sat Closed
Sun Closed

Branch Team

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