I have worked in the financial industry for more than 20 years, with the last 15-plus years as a financial advisor. I came to this career with an emphasis on teaching as well as listening, and have been so fortunate to use both of my passions here at Edward Jones as a part of my practice.

I currently volunteer with several groups in the greater Battle Creek area, including the Urbandale/Level Park Area Business Association, the Calhoun County Estate Planners Council and the Battle Creek Community Foundation Finance Committee. All of these associations involve growing as a leader and financial advisor for my community. I appreciate the heart of these groups as they work to make Battle Creek and Southwest Michigan a better place for us all. It is through groups like these and the everyday work in my practice that I am able to impact those around me by focusing on individuals and families who are curious about philanthropy and gifting and need someone who is experienced at guiding them through the process.

My office also works to offer all types of educational classes here at the office throughout the year. We want to help you understand your financial situation as well as assist you through the journey. We have a consistent, repeatable process for helping you reach your financial goals, starting with getting to know you and where you want to go. My team and I work together to bring all of this experience and all of these passions together in a proven process to help make each individual financial strategy the best it can be. We work with you and your family to guide you step by step to your goals, big or small, with a personal, professional touch.

Focus areas

  • Intergenerational Planning
  • Portfolio Reviews
  • Retirement Income Strategies
  • Charitable Giving
  • Wealth Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Reading
  • Community Outreach
  • Golfing
  • History and Museums

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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