Experience and Background

Before joining Edward Jones, I was the finance director at Near North Montessori School, helping the school grow and thrive through excellence in budgeting, forecasting and prudent financial management. It was an ideal launching pad for my future role as financial advisor. Turns out, I’ve always had a deep passion for providing financial advice, along with a strong desire to help others reach their personal financial goals.

At Edward Jones, I’m able to provide my clients with thoughtful advice, excellent technical support and ultimately, a personalized financial strategy to help meet their financial goals. I take great pride in working together to find out what’s important to you, what’s specific to your situation and what’s the most effective long-term financial strategy for you. I’m only satisfied when I know you’re feeling confident and secure.

I received my MBA with a specialization in finance from the University of Chicago and my bachelor’s degree in finance from the University of Illinois, Champaign-Urbana. I am Series 7 and 66 registered in six states and growing my base every day. When I’m not running or biking, I’m an avid reader of all things finance, keeping up-to-date on current financial strategies.

I feel honored to be the trusted confidant, coach and financial advisor to my clients. I would welcome the opportunity to help make your financial dreams come true.

My Personal Interests

  • Running
  • Cycling
  • Active Lifestyle
  • Health & Nutrition

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 11:00AM - 07:00PM
Wed 09:00AM - 05:00PM
Thu 11:00AM - 07:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

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