My journey with Edward Jones starts early on – I have actually been around Edward Jones for most of my life. My dad started as a financial advisor with the firm back in the late '90s, and when I was in high school, I would help him out in his office. After college, I had the opportunity to work as a financial advisor out of the firm's St. Louis headquarters. I ran 11 different offices around the country but didn't have the chance to work with people from my community. Not too long after that, I got the chance to open my own office back home, and had to take it.

I have been working side by side with clients for a little over 10 years now, and my goal is to keep them informed and help them navigate through tough markets. I believe in long-term, diversified investment strategies that are tailored to your personal goals. I will also work closely with you, your tax professional and your attorney, because as the world around us continues to change, we need to make sure your portfolio evolves with it.

I received my undergraduate from Kansas State University in 2011, my CFP® certification from the Certified Financial Planner Board of Standards Inc., and my Accredited Asset Management Specialist™* certification from the College for Financial Planning.

My branch office administrator, Michelle McLaughlin, joined me in 2015, and we both strive to provide the most ideal client experience we can. We both love the Kansas City community and welcome the opportunity to provide you with our highly personalized service.

*The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Wealth Strategies
  • Retirement Income Strategies

My Personal Interests

  • Golfing
  • Soccer
  • Spending Time with Family
  • Traveling
  • Wine Collecting/Enthusiast

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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