As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors and business owners on creating and implementing strategies to help them retire more comfortably, pay for children and grandchildren to attend the college of their choice and help protect the financial future of those most important to them.

Cindy Daniels and I oversee and help manage financial affairs of groups of families, doctors and business executives here in our area and around the country. I also coordinate and provide you with the right people to help you execute your strategy, from CPAs to estate attorneys. We love helping our clients discover, articulate and work toward their goals.

The reason I've been with Edward Jones for the last 23 years is because of my grandmother, Susie Dobie, who was born in 1900 and passed in 1992. She was 29 when the Depression hit, so being frugal was second nature to her. My grandfather died in 1974, so she lived by herself until she needed to enter the nursing home for her last four years. I was amazed to hear she was able to leave 15 heirs about $15k each. When I asked how she was able to do that, I found out she owned stocks and bonds. I decided then that if my grandmother could do this, so could I!

My investment experience has been a great one for over 25 years. It has made a huge difference in not only my life but that of my children and grandchildren. That is why it's so important for me to encourage folks to invest. Investing takes goals to get started, the ability to stick to a disciplined strategy, patience and some time. I can help keep you on track toward your most important financial goals!

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

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 Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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