I have worked at the home office of Edward Jones in St Louis, as a wholesaler to Edward Jones financial advisors in the Pacific Northwest and, since early 2000, as a financial advisor. As a result, I've experienced many facets of the client experience we strive to create at Edward Jones and am proud to have made a career with a company I love. I've been honored to become a limited partner in our firm.

Along the way, I have earned several professional designations including Certified Financial Planner™, Chartered Life Underwriter® and Chartered Financial Consultant®. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

I believe my professional education and experience uniquely qualifies me to provide financial strategies for my clients, which in turns affords them the opportunity to focus on the joys of their lives, more specifically their retirement years.

I'm grateful to live in the beautiful coastal Georgia area and feel lucky to have been involved in my community, most recently with the Exchange Club and as a mentor for the Boys & Girls Club of Savannah.

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WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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