When I was growing up, I was always intrigued with money and how to make the most of it. My family used to tease me when we went on our beach vacations each year because I would always have "envelopes" for my spending cash. Each envelope was carefully planned for a different purpose – gas, food, hotel, spending money and emergencies.

The planning process and making good monetary decisions are my guiding principals today, just as they were when I was growing up.

My approach involves giving goals-based advice by helping clients define what goals are important to them and understanding the "why" behind each goal. Whether the goal is short-, medium- or long-term, I use an established process to help my clients plan and reach their multiple financial and life goals.

As the holder of the Chartered Financial Consultant® (ChFC®) professional designation, I utilize this knowledge of investment planning, insurance planning, estate considerations and tax considerations to help you understand how to integrate these areas to your overall financial plan.

I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. It all begins with a conversation, so give us a call or stop by to get started.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Cooking

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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