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 and 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 joined Edward Jones as a financial advisor in 2009 and have over 18 years of industry experience.

I earned a bachelor's degree in business from Murray State University in 2003 and earned my MBA from Murray State University in 2012. In addition, I received the ChFC® professional designation in 2007, and the CFP® professional designation in 2008. 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 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 as a member of the Lions Club. I am also a past president for Calvert City Lions Club.

My branch office administrators, Jennifer Wallace and Allie Gold, are dedicated to providing you with the highest level of service possible. Please don't hesitate to call on them with questions concerning your statement, dividends, stock certificates or your account in general.

Relationships are key and, in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their businesses and their lives.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Portfolio Reviews

Office Information

Mailing Address

Po Box 1210 Calvert City, KY 42029

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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