When I was in high school, my father hired me to work part-time in his Edward Jones office. At that age, I was not too excited about a desk job; but I liked talking to our clients and I continued to work for the firm as an office assistant throughout my college years. I grew to love Edward Jones because I saw the good it did for other people and the flexibility it provided my dad allowing him to be involved with our family. My dad encouraged me to become a financial advisor because he knew I would love it. I've been with Edward Jones since 2008 and have been a financial advisor since 2017. As dads often are, he was right -- I do love what I do!

I love being a financial advisor because I get to partner with my clients throughout their lifetime. We build a personalized strategy to achieve their goals and work together to stay on track. One of our branch clients is a widow who was nervous and worried when she first came to me; her late husband had always taken care of everything. She now understands her investment strategy, has confidence in her decisions and knows that what is important to her is important to us. She knows we will do all we can to help take care of her. We strive for all our clients to feel this way.

We have an established process to build your portfolio and make your experience with our office pleasant. When you come in: you'll be greeted with a smile, offered a beverage, and an opportunity to chat with Elena at the front desk. Elena Dennis is my primary branch office administrator. Originally from Texas, she is a fantastic listener and someone who will research your questions and get back to you quickly.

You'll enjoy working with us because we're friendly and we're good at what we do. We can't predict the future, but we can help you prepare for it.

When I'm not in the office, I enjoy traveling locally and internationally. I volunteer with the SCW Kiwanis and sponsor a SCW men's softball team and a sports memorabilia club.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • New Investors
  • Portfolio Reviews

My Personal Interests

  • Traveling
  • Volunteering
  • Music
  • Home Décor
  • Baseball

Office Information

Office Hours

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

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More