I have always had a strong aptitude towards mathematics. When I was in high school, I became fascinated with a financial calculator, especially solving "time value of money" equations. Upon graduating from college, I began working at a bank and thoroughly enjoyed the one-on-one interactions and building relationships with clients. Eventually transitioning into financial advising was a natural progression. I am now starting my 22nd year as a financial advisor at Edward Jones. I have attained my CFP®, CRPC® and AAMS® professional designations.

I enjoy helping my clients define and achieve their long-term financial success, whether it is retiring at a desired age, funding a child or grandchild's college education, or guiding a client through the emotional maze after losing a spouse or life partner. As no two portfolios are alike, I love the artistry of portfolio construction.

When not working, I can be found on the golf course, gardening, walking my adorable Bichon Frise, watching the Mariners or traveling with my wife.

I love helping my clients reach their goals. As people, we are all trying to make our way through life the best way we know how. Our Edward Jones team prioritizes exceptional service and a commitment to help them however we can. We will always go above and beyond to help a client. The path to your long-term future all starts with a single conversation, so feel free to give us a call or stop by our office to begin.

Focus areas

  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Special Needs Financial Considerations

Office Information

Office Hours

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