As a veteran financial advisor, I help investors identify their goals and create meaningful, comprehensive financial strategies tailored to help achieve them.

When working together, I am both your partner and a guide. We monitor your investment goals, helping make sure that we stay on track as well as take advantage of opportunities during times of volatility, navigating and adjusting your portfolio as needed. Holistically, I provide the support you need – whether it is preparing for life's unexpected events, helping to avoid emotional investing mistakes, investment advice or sharing knowledge so that you feel confident and informed in your financial decisions.

As your Edward Jones Team, JoAnn and I consistently stay in touch to help ensure you remain on the path toward your goals and address any curveballs along the way. In addition, we work closely with your CPA, attorney and other professionals for a collaborative team approach that addresses all aspects of your finances.

My clients come from all over the country and from all walks of life. Whether they are individual investors or businesses with complex needs, they strongly care about their businesses, families and their financial futures.

I am proud to provide you the deep level of service you expect and deserve! If you are serious about your investing, please contact me today to get started.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Military Professionals & Veterans
  • Portfolio Reviews
  • Divorce Finances

My Personal Interests

  • Camping
  • Skiing
  • Snorkeling
  • Traveling
  • Hiking

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 02:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

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