I am a financial professional dedicated to helping others achieve their goals and improve their financial well-being. With over two decades of experience in the industry, I have held various positions at major financial firms in New York, Virginia and St. Louis. In 2015, I joined Edward Jones because I believe in our core values and to make a positive impact in my community.

I began my Edward Jones career as a products team leader. A limited partner with the firm, I hold the Series 7, 66, and 99 securities registrations and life and variable annuity licenses. I have Master of Science and Bachelor of Business Administration degrees from Pace University in New York.

I am actively involved in my community and in local government, serving Wildwood since 2015. I am also a member of the St. Alban Roe Council of the Knights of Columbus, an immediate past president of the Missouri Municipal League and an adjunct professor at Saint Louis University.

My goal for every interaction is to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with you to help keep you on track over the long term.

If you would like to learn more about the Edward Jones approach to investing, please call me to schedule an appointment. Together, we can work toward getting you to where you want to go.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Portfolio Reviews
  • New Investors

My Personal Interests

  • Volunteering
  • Community Outreach
  • Traveling
  • Technology
  • Skiing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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