Helping people take control of their financial situation is my passion. I have been with Edward Jones for 11 years, eight of which I was a branch office administrator. My extensive career with Edward Jones has helped me better serve my clients by working one on one to develop personalized strategies to achieve short-term needs and long-term financial goals.

I am a personal, holistic financial advisor that considers all elements of your life, from your finances to your family and money values. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop a strategy to help achieve your goals.

With each client, I begin by understanding what's important to you, acknowledging your needs and goals. Then, I take the time to develop personally tailored advice and service for your specific situation. We will monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. I am able to provide this level of personalized service with the help of my branch office administrator, Nia. She is dedicated to providing the highest level of service and always willing to help out and go above and beyond for our clients.

When I'm not at the office, I enjoy traveling, attending sporting events and spending time with friends and family, especially my daughter, who is busy working towards her PhD in neuroscience. I believe community involvement is important, giving back through volunteering with local community outreach organizations. Please, stop by the office or give me a call – I would love to learn about you, your family and your financial situation.