I have been a financial advisor with Edward Jones since 2015. As a former college athlete with a passion for coaching, I take a supportive and encouraging approach to guiding my clients to financial success.

I believe that people deserve financial advice and coaching that can help keep them on track, and I am fully committed to listening to, understanding and advising my clients as we build personalized financial strategies together. I utilize an established process to tailor solutions to my clients that best fit their unique goals, life circumstances and feelings about risk. Throughout the entire process, I offer straightforward advice and educate my clients to help ensure they are fully informed regarding their options and opportunities.

I am proud to serve clients from a variety of backgrounds with wide-ranging goals, from growing wealth to saving for education expenses, to planning and living a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer, and many of my clients are also business owners with whom I create strategies for business succession, asset growth and tax reduction.

In order to provide a comprehensive service, I regularly collaborate with my client's team of local CPAs, attorneys, and other trusted professionals, always keeping client information confidential.

The spirit of volunteerism that Edward Jones champions was a major draw for me when choosing to join the firm. Within Edward Jones, I have held numerous leadership positions and currently serve as a mentor and level leader helping new financial advisors in DE and MD. Within the community, I volunteer with many local events and organizations along the Delaware shore. I also foster dogs in need until they find their forever homes. In my free time, I can be found enjoying the beach with my two Brittany Spaniels or looking for local treasures.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Divorce Finances
  • Military Professionals & Veterans

My Personal Interests

  • Volunteering
  • Personal Fitness
  • Sports Enthusiast
  • Home Improvement
  • Animal Rescue

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

Branch Team

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