My goal is to help people envision all their possibilities for their lives, along with being a community partner that fosters greater opportunities for all members of our community, today and for generations to come.

I want to inspire my clients to create a life where all their hopes become reality. Your goal might be sending your children to their dream college, buying a vacation home, creating your ideal retirement life, traveling to all the idyllic locations on your bucket list, leaving wealth to your heirs or just aging with dignity. Your priority is my priority.

I worked with a variety of business sectors before I joined Edward Jones. This gives me valuable experience in working with local business owners to plan and invest for a successful future for their business, their employees and their families. I chose to become a financial advisor with Edward Jones so I could remain in this community that I know and love. It’s an incredible privilege to help the people I go to church with, spend time with and truly value as friends. Every client is a friendly face.

My local involvement includes treasurer of the Greater Cleveland Chamber of Commerce and board member of the Cleveland Historical Society

In my time away from work, I enjoy being with my family, reading and traveling. My family loves both weather extremes: snow skiing and the beach!

My foremost priority as a financial advisor is helping you and your family realize your dreams. Knowing that I am an important part of getting my clients closer to their financial and life goals means so much to me, personally and professionally. I have established processes to build personalized strategies to achieve your financial goals. We believe in exceptional service and seeing you as the whole person that you are, not as a list of numbers and stocks on a sheet.

I strive to be the person that my clients refer to their family and friends.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings
  • Charitable Giving

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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