As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I earned a Bachelor of Arts degree and an MBA in business from Doane College of Crete, NE and Bellarmine University of Louisville, KY in 1991 and 2010, respectively. I received my Chartered Retirement Planning Counselor designation from the College of Financial Planning through the University of Colorado.

I have also obtained the Certified Financial Planner™ designation through Wake Forest University. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

I am an active member of the community, serving on the board of directors for Heartland Film, LLC and Lawrence Community Development Corp. I also serve as chairperson on the board of advisors for the Indiana University School of Nursing.

Originally from Lawrence and graduating from Lawrence Central in 1987, I have lived in the city of Lawrence since 2010 after moving back from Louisville, KY.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

Focus areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Employee Stock Options
  • LGBT Finances
  • Entrepreneurs & Business Owners

My Personal Interests

  • Art Collecting
  • Cooking
  • Health & Nutrition
  • Auto Racing
  • Hockey

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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