I joined Edward Jones in 1998 after spending five years in the financial services industry. I made the transition to a financial advisor in 2009, after serving our branch and our clients in the role as a registered branch office administrator. To better serve my clients, I earned the AAMS® professional designation in 2012.

Few people are blessed to find their true calling in life. I am dedicated to helping my clients achieve their financial goals. I appreciate the opportunity to make a difference in the lives of multiple generations.

As a financial advisor, I begin by gaining an understanding of what is important to my clients, the most critical part of the conversation. Only then can I work through our established process to help my clients build personalized strategies designed to achieve their goals. These strategies help my clients live their lives without worrying about the "what-ifs". Once the strategies are implemented, I am passionate about partnering with my clients throughout their lives, regularly reviewing their goals and comfort with risk in order to make necessary adjustments to keep them on track.

I am proud to serve a wide variety of clients with many different financial needs and goals. I work with families, individuals, and businesses to address the following areas: retirement income strategies, estate considerations, business retirement strategies, survivor and long-term care needs, and education savings. When clients call our office, they will reach one of my team members. Sandy Doser started her career with Edward Jones in 2000 as our branch office administrator. Sandy takes her position very seriously and provides excellent client service to our clients. She is an asset to our branch and to our client's.

Together, we can help build and protect a future for you and your family. If you'd like to have a conversation about our goals, investments or insurance, please contact our office today!

Focus areas

  • New Investors
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Camping
  • Gardening
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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