I have been a financial advisor with Edward Jones since 1998. I graduated from Malone College and have earned the AAMS™ professional certification.

Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to get to know my clients on a personal level and to understand their financial needs and life goals. I then construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to inform them of any developments and address any needs or changes in their situations. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs, attorneys and other trusted professionals, always keeping client information confidential.

I am proud to serve a wide variety of clients, whose goals range from growing wealth to saving for education expenses to planning and living a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also small business owners with whom I create strategies for business succession, asset growth and tax reduction.

I am a dedicated financial partner. I absolutely love serving my clients alongside my branch office administrator, Kelly. We both care deeply about our clients and strive each day to give them an ideal client experience.

Within Edward Jones, I have served in numerous leadership and volunteer roles for my region. Outside of the firm, I support several local community fundraisers, the Alzheimer's Association and Lifebanc. I have a passion for traveling around the world and experiencing different cultures. In my free time, I enjoy kayaking, cooking, reading and relaxing with my family and friends.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Business Retirement Plans

My Personal Interests

  • Traveling
  • Music
  • Health & Nutrition
  • Cooking
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
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

Branch Team

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