My father was an Edward Jones financial advisor, and it was his love of service that inspired me to follow in his footsteps. My career with Edward Jones began in 1989, and since then I've helped clients weather the ups and downs of investing in historical climates. There are strategies for navigating the pendulum swings of a modern world that help put short- and long-term financial goals within reach. Partnering with clients to help them utilize these strategies is my greatest career joy.

My educational background consists of:
*Bachelor of Business Administration (Finance) – Texas A&M University
*Chartered Financial Consultant® or ChFC®
*Chartered Life Underwriter® or CLU®
*Accredited Asset Management Specialist™ or AAMS™

When we meet, we will discover together your needs, wants and goals. My branch office administrators, Georgi King and Andrea Dollar, bring with them over 30 years of combined experience and are the liaisons that make sure your visit runs smoothly and that your questions are always addressed. As a financial advisor, it’s important for me to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. We’ll work on creating a strategy together.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We will also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, my team is dedicated to providing you top-notch client service.

But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. Working together, we can help you develop a tailored strategy to help you achieve your financial goals.

Focus areas

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

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