My passion has always centered on coaching and empowering others. That focus continues today as an Edward Jones financial advisor guiding clients to become knowledgeable and confident in the financial decisions they make.

It starts with getting to know what's important to you. What are your goals and dreams? What does retirement look like to you? Do you want to leave a legacy?

Next, we'll assess the level of risk you're comfortable accepting when investing. Then, we'll create goals and strategize together to help keep you on track. We'll partner in a way that is approachable and open so you can express your ideas and ask questions. Investing should make sense to you.

We'll utilize the resources of a Fortune 500 company as we craft your goals.* We welcome the opportunity to work with your attorney, accountant and other trusted professionals to leverage everyone's expertise. You will have the personalized service of working with me and my branch administrator, Sharon Albright, to orchestrate these resources in support of your goals.

Prior to Edward Jones, I had a fulfilling career in mathematics education focused on helping children think and reason to become mathematically literate citizens, then coaching their parents and teachers to guide them as well. Empowering individuals to make sense of mathematics was a natural precursor to empowering my clients to make sense of investing.

As I reflect on my Edward Jones career, I'm grateful for the priceless relationships I've formed. From celebrating a couple meeting their financial goals to live comfortably in retirement, to supporting a daughter navigating her father's estate amidst her grief, nothing is more important to me than what's important to my clients.

So, whether you live around the corner from our office or a thousand miles away, Sharon and I are here for you. We look forward to assisting you – be it our first conversation or sharing a milestone event.

*Fortune 500, published May 2022, data as of December 2021. Compensation provided for using, not obtaining, the rating.