Thank you for taking the time to read my bio. I have worked for Edward Jones since 2004, but before that, was a client to a financial advisor for ten years. I know how it feels to be on both sides of the table. I know how it feels to ride the emotional rollercoaster of good and bad markets.

The main service I provide is to help coach clients in making good decisions for their long term goals and minimizing the bad decisions when the markets effect their emotions. I have a process that helps keeps clients on the road to success.

What inspires me in my job is the partnership that develops when clients work with me to help them fulfill what is important to them. My inspiration goes beyond the customer when I see difference good planning makes to their family and community too.

My ideal clients are people who realize they can not or do not want to want to spend all their time figuring out the complex financial planning to meet their goals. People who know they need a proven process and financial coach to keep them on the right path that leads to longterm success throughout their lifetime.

My Personal Interests

  • Sports Enthusiast
  • Golfing
  • Movies & Entertainment
  • Table Tennis
  • Music

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings

Branch Team

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