I have worked in the financial services industry for 35 years, the last 25 in planning and advisory. I've had the privilege of working with pre-retirees, retirees and business owners, partnering with them in their journey to achieve their financial and life goals. Helping my clients achieve their financial goals is my pleasure, passion and privilege.

The Edward Jones business model allows me to work with my clients on a highly personalized basis in the manner that they choose. I firmly believe that Edward Jones provides the best platform in which to serve my current and future clients. The company was founded 100 years ago in St. Louis and truly exhibits a client first philosophy. We each have our own version of financial success. Help me better understand your version and together, we'll build a strategy that's tailored to your unique financial dreams. While the road may not always be easy, you can be assured that I am by your side and on your team. I hope to become a trusted partner and lifelong friend to every person who walks through my door.

Whether you're planning for retirement, saving for college or private school tuition, or building a financial future for the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also closely monitor your progress to help you stay on track and respond to life changes or unforeseen circumstances along the way.

But we're not alone. My clients and I are supported by thousands of Edward Jones team members leveraging advanced tools and support, so we can help ensure you receive the most current and comprehensive guidance. We also welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored investment strategy to help you achieve your financial goals. Schedule a call, and let's discuss your financial goals.

Focus areas

  • Domestic Partner Finances
  • Divorce Finances
  • Retirement Savings Strategies
  • Business Retirement Plans

Office Information

Office Hours

Office Hours
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 Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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