An alumnus of the University of Tennessee at Chattanooga, I joined Edward Jones in 2006, opening the firm's first branch office in Washington, DC. I received the Certified Financial Planner™ (CFP®) designation* in 2013 and became a limited partner in 2014.

My team includes two extraordinary senior branch office administrators, Michelle Ohmke and Tsili Wolf. Together, we serve a limited number of client families to ensure we provide the high level of service they deserve and expect.

We want to understand what is important to you. We use an established process to ensure our clients feel understood, informed, in control and ultimately secure with all aspects of their financial lives.

Our core work includes investment consultative services, advanced planning and collaboration with tax and legal professionals.

I have been an active speaker and trainer with the National Institute of Transition Planning since 2014, conducting financial services seminars for a number of local federal government agencies.

Additionally, I serve as a vocalist in the St. John's Choir of St. John's Episcopal Church of Lafayette Square, am the proud father of two French bulldogs, Betty and Winston, and enjoy international travel with my husband, Matthew.

We look forward to connecting with you!

* The Certified Financial Planner Board of Standards Inc. awards the 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® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility, and comply with the Financial Planning Practice Standards.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • College Savings
  • Portfolio Reviews

My Personal Interests

  • Music
  • Hiking
  • Personal Fitness
  • Pets
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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