As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you, your family or your business. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

In 2009, I joined Edward Jones as a financial advisor, opening the firm's first branch office in Hamilton and Marion County.

I received the AAMS™ professional designation in September of 2014.

My branch office administrator, Leecie Dunn, transferred from Florida and joined our team in November of 2022. Leecie has a caring spirit and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it is convenient for our clients because we recognize the challenges of today's busy lifestyles.

Our focus is on one client – you.

At Edward Jones, our focus is helping you reach your long-term financial goals. Whether it's the investments we offer, the services we provide, the offices where we work or the tools we use, all were developed with you in mind.

I want to thank you for considering me and my branch team as a part of your financial team.