As an Edward Jones financial advisor, I am someone who truly enjoys people and will invest the time to get to know you and understand your financial goals. My goal is to build a trusting relationship that over time develops into a long-term financial partnership.

A native of Newburgh, IN, I recently returned to the tri-state to be closer to family, serving the community I know and love with my growing business - and enjoying raising my young family locally, too. Helping clients create the family life they want to have is what drives my passion for financial advising. I strive to provide a holistic approach and create strategies to help achieve your goals by working with your professional team such as your CPAs and estate attorneys.

Accountability and trust are at the core of all of my relationships. As a motivated, successful, experienced leader from my time at Eli Lilly and completion of a Master of Business Administration, I guide clients in developing financial strategies that are uniquely tailored to your future dreams and goals. With an individualized approach, I bring both financial experience and creative ideas; our partnership will focus on helping you build a more secure financial future and the kind of life you want to have for you and your family.

An important part of my team is our Senior Branch Office Administrator, Julie Lane, with 11 years of experience working with Edward Jones clients. She is committed to providing the highest level of client service. She will be your first contact with our branch and will begin the process of ensuring we understand what' s important to you, the client, so we can partner with you to help reach your financial goals. Julie is married to Mark and has two adult children that reside in Evansville.

Backed by Edward Jones financial tools, and a long-term established process, we will work together to set realistic financial strategies designed to help keep your financial future on track.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • College Savings
  • Estate & Legacy Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Personal Fitness
  • Volunteering
  • Tennis
  • Traveling
  • Spending Time with Family

Office Information

Office Address

3922 Venetian Way Ste 3 Newburgh, IN 47630

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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