I began my Edward Jones career in 2009 as a financial advisor. My career has allowed me the privilege of seeing generations of clients and their families go to college, save for travels, enjoy their hobbies and eventually retire with dignity. My passion is to serve my clients by finding out what truly matters most to them and helping them to achieve it.

My educational background in finance and economics serves as an advantage for the custom-designed portfolios I create in partnership with my clients. I listen, care and wholeheartedly dedicate myself to helping my clients achieve their definition of financial success. Our typical clients have already achieved or are on the brink of financial freedom and are either in retirement or 5-15 years out. They've accumulated the resources to live off income generated from their investments and have a strong desire to leave a tax efficient legacy.

My Branch Office Administrator, Nicole, and I work collaboratively to help our clients accumulate, organize, grow, protect and transfer their wealth in a tax efficient manner to the next generation and to organizations that bring meaning to their lives. We pride ourselves on delivering exceptional client service and I enjoy the challenge of developing complex strategies for high-net-worth clients which often requires collaboration with their existing professionals, i.e. CPA and/or attorney.

This is our passion, and we do what we do so that our clients can spend their time pursuing their passions. Call my office if you are interested in how my team can provide custom solutions to help you achieve your financial goals.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Gardening
  • Health & Nutrition
  • Personal Fitness
  • Traveling
  • Pilates

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

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