I love my job! Let me tell you why.

My job is about creating and nurturing relationships with clients who often are, or become, my friends. It's about educating people, empowering them with knowledge that they haven't been exposed to before. And it's about discovering what's most important to them; what their goals are. Together, we formulate and execute a strategic income strategy to achieve those goals.

Helping and educating others is my passion professionally. I earned a degree in physical therapy from the University of Missouri in 1995. I opened my first practice at age 26, adding a community fitness center two years later, and eventually, a second private practice in Santa Cruz, CA.

In my career as a financial advisor, I have found that, while on the surface seemingly quite different, the two professions have a lot in common. As a physical therapist, my job was to connect with people on a personal level, educate them about their relevant issues and help them achieve full potential in their physical health. My approach to financial advising can be described much the same, only now I focus on clients’ financial health.

I chose to partner with Edward Jones after first becoming a client myself and experiencing first-hand how it feels to sit on "the other side of the table". The company has become an industry leader by treating clients as we would hope to be treated; a simple idea that still makes sense in today’s complex marketplace.

The support that our financial advisors get from Edward Jones' home office is remarkable. We have an army of experienced investment professionals and advanced technology to support us as we craft advice tailored to each client’s personal situation.

I live in the suburbs of Chicago with my partner, Jim, and his two kids. We enjoy immensely being part of the local community. I serve clients all over the nation, with my home office being in Hinsdale, IL.

I would love to share the Edward Jones experience with you.

Focus areas

  • Estate & Legacy Strategies
  • Divorce Finances
  • Wealth Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Pets
  • Health & Nutrition
  • Personal Fitness
  • Home Décor

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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