My career at Edward Jones as a financial advisor started after many years of being a client myself. I have always had a desire to make an impact on people's lives so in 2012, I made the decision to go to work for Edward Jones and start my journey in helping others achieve their goals and dreams.

At Edward Jones, we use an established process to help build personalized strategies to reach your individual goals. Our one-on-one approach allows an environment for our clients to feel that we truly understand what is important to them and their families.

Our clients have to come to expect a high level of personalized service to fit their needs. Some of which include:
-Helping individual investors who are just starting to save for retirement, currently in retirement, planning a legacy or just interested in building long term wealth and the tax efficient strategies we offer.
-Business owners who want to provide an avenue for their employees to save for retirement or plan for their own portfolio.

I spent the first 18 years of my life in Owasso, OK. I moved to Florida to work for Disney World as a lifeguard before starting and finishing college at Oklahoma State University in Stillwater, Ok. After living in New Zealand for a short time, I returned to Tulsa in 2008. I enjoy golfing with my friends, baseball, surfing and anything that involves the ocean.

My branch office administrator, Marilyn Morton, has worked for Edward Jones for over 18 years. She is so helpful in knowing and understanding what our clients need in regard to services on their accounts.

Together, we are here to serve you through your retirement journey. If you don't have a financial strategy or would just like a second pair of eyes to review your current one, give us a call; we would love to meet you.