There’s one thing even more important than having a financial advisor you trust and respect, and that’s having an advisor who trusts and respects you. Your financial picture is built on your individual history, and that makes you the best person to continue building its future. What I love about being a financial advisor is learning how my clients got to where they are now and where they want to go. Your financial picture is unique, and my job is to help you see your potential for long-term financial health.
I understand that talking about finances can be stressful or intimidating, so my goal is to put you at ease during our very first conversation. Whether you’ve had a keen eye on your investments for years, you’re just starting your nest egg or you’re going through significant life changes that call for a close review and new strategies, you need a trusted partner. I’ll meet you where you are and help you access the tools and information to grow confidence in your financial future. Because your financial health is an important segment of a whole life strategy, I continually collaborate with CPAs, attorneys and other professionals to ensure that I’m providing sound guidance along your journey.
Backed by the long history and powerful solutions of Edward Jones, my branch team and I are working closely together in our local office, where we take care of clients who live both in our community and nationally. Whether you live in the next neighborhood or you’re a neighbor across the miles, my focus is on personal service and financial solutions tailored to your priorities. My reputation is built on helping clients establish and make progress towards their financial goals so that they confidently refer me to their friends and neighbors.
I’d love to connect with you on Facebook or LinkedIn where we can network and continue getting to know each other.
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Insurance & Annuities
- New Investors
- Intergenerational Planning
My Personal Interests
- Movies & Entertainment
- Spending Time with Family
- Popular Culture
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