I have been a financial advisor with Edward Jones for over 10 years. I have a passion for guiding my clients as they plan successful financial futures for themselves and their families. I know that every family is unique and defines financial success in a different way. I emphasize genuinely getting to know my clients and listening intently to their personal stories, an approach that gives my clients comfort and confidence that I understand their financial goals and desires. In turn, I explain difficult industry terms and concepts in a relatable manner to ensure that my clients have a clear understanding of what they are investing in and why.

In order to provide comprehensive planning strategies, I employ a team approach, working closely and confidentially with CPAs, estate attorneys and life insurance specialists to provide successful legacy planning and gifting strategies. My branch office administrator, Zettie Kersey, works alongside me to assist clients with all their needs and ensures that they have the best client experience possible.

I seek to continually improve my ability to serve my clients by engaging in professional education and certification programs. I currently hold my Accredited Asset Management Specialist designation (AAMS®). The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

I am also involved with my local Kiwanis Club holding positions of president and past president, Big Brothers/Big Sisters, and I am a former board member of Youth Empowerment Zone. I have a passion of giving back to my community especially in areas of youth.

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Reading
  • Traveling
  • Camping

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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