I provide a holistic, client-centered approach to financial preparation built on a foundation of respect, trust and transparency. I strive to foster an environment of empathy, accountability and empowerment to promote perpetual self-improvement of myself and the clients that I serve. In my practice, I utilize an established process to develop a tailored strategy, unique to each client's financial goals. My business offers personalized advice to the conscientious investor, engineered to yield quality results, while upholding high moral standards.

My career path to finance was not linear, and although my path has pivoted, my passion for service to others remains resolute. After receiving my undergraduate degree from the University of Illinois at Urbana-Champaign, I continued my education at St. Ambrose University where I earned a Masters of Physician Assistant Studies. I am proud to continue my career with Edward Jones, where I can continue service to those in my community.

From 14'ers to short hikes in the foothills, camping to off-roading, or being on the slopes in the fresh powder, I feel blessed to call this beautiful state home. When at my home in Lakewood, I enjoy spending time with my golden retriever puppy, Sasha, improving upon my high-altitude baking or perfecting the perfect cup of coffee. In the spirit of continuous self-improvement, I am currently working on improving my golf game and tennis skills.

If you want to partner with a financial advisor that looks beyond just the numbers, and truly gets to know you when addressing your personal finances, connect with me, send me an e-mail or give me a call. I look forward to serving you.

Focus areas

  • Military Professionals & Veterans
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Socially Conscious Investing
  • Retirement Savings Strategies

My Personal Interests

  • Active Lifestyle
  • Cooking
  • Spending Time with Family
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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