As your Edward Jones financial advisor, I believe it’s important to invest my time to understand 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 strategy, so you have more options when you retire, regardless of what you decide to do.
Outside of the office, I am active in the local community, serving on the advisory board at the Chandler/Gilbert YMCA and volunteering with ICAN. I'm an active member of the Gilbert Chamber of Commerce and Chandler Business Alliance.
I was born in Joliet, IL and will always be a Chicago sports fan. I've lived in Arizona for over 30 years and attended Dobson High School. I also received my MPA from California State University, Dominguez Hills.
In 2020, I became and Accredited Asset Management Specialist™. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I currently reside in Tempe, AZ with my spouse and best friend, and have two amazing dogs. In my spare time, I enjoy hiking, running, playing golf and reading.
My Personal Interests
- Wine Collecting/Enthusiast
- Sports Enthusiast
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