As a financial advisor since 2009, I have advised many clients during different life stages, complex investment situations and ever-changing market conditions. My goal has been to reduce my clients' stress around financial matters and to clarify their life goals. I partner with my clients in a way that is approachable and open for people to express themselves, ask questions and learn.

With having a Certified Financial Planner (CFP®)* designation, I have gained knowledge that helps me serve my clients in a multitude of areas, including planning for retirement, insurance, legacy planning, tax issues, investments and planning for education.

I create tailored solutions to solve the unique needs of my clients, including:

- Individual investors who are serious about developing a workable financial strategy, whether just beginning to save for retirement, recently retired or interested in estate considerations.

- High net worth clients who are looking for tax sensitive solutions.

- Small business owners who want to invest through their company or develop a strategy for the personal portfolio.

I became a financial advisor with Edward Jones in order to serve clients in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is an honor to help my clients organize, plan, protect and transfer their wealth. I hope to help you work toward a successful financial future as well, so give our office a call or stop by to get started.

*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.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Home Improvement
  • Wine Collecting/Enthusiast

Office Information

Office Hours

Office Hours
Mon Closed for Holiday
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More