In 2009, I began my career as a financial advisor with Edward Jones and I became a limited partner in 2015. From the start, Edward Jones was always my top career choice.

In 2008, I earned a Bachelor of Business Administration with concentrations in finance and financial planning. I currently hold the CFP® certification and AAMS™ designation. Before attending college, I served four years in the U.S. Marine Corps as an intelligence analyst. The core values of honor, courage and commitment remain guiding principles in my life and business today. During my career with Edward Jones, I have held multiple volunteer roles benefiting my fellow financial advisors.

My clients benefit from an extensive and integrative process focused on creating a customized personal financial strategy or plan for their retirement by building long-lasting relationships based on trust and proactive communication. One-size-fits-all may be fine for some investors, but I believe investments should be tailored to your specific needs and not generically based on guidelines for someone your age. In addition, we welcome the opportunity to work with your CPA, attorney and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. You can expect a high level of attention to detail as we address your investment, income, tax, estate and insurance needs, as they relate to your financial goals. I truly enjoy the effort we put into establishing your customized strategy.

I appreciate the mentality, work ethic and attitude of people who live in this region and I look forward to serving you and your family.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Camping
  • Fishing
  • Skiing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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