My career with Edward Jones began in 2001, opening this office in Mill Valley, CA. I became a limited partner with the firm in 2010.

My undergraduate work was complete at Albany State University and I graduated in 1979 with a bachelor's degree in marketing and management. I earned an MBA in 1981 from California Polytechnic University at San Luis Obispo. In addition, I received a CFP® professional designation in 2006 from the College for Financial Planning (Denver).

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 exam 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.

Before Edward Jones, I was a manager for Procter and Gamble for 14 years and also founded and operated my own financial education seminar business for the following six years.

Originally from Kansas City, MO, I lived most of my early life in upstate New York. I have been a California resident since 1979.

I had been a longtime board member of Summit Adventure, a nonprofit dedicated to strengthening youth, adults and families by combining outdoor adventure, Christian principles and community service in venues both domestic and international. I still participate in their fundraising activities.

My branch office administrator, Kamalei Clifton, resides in Mill Valley and is dedicated to providing clients with the highest level of service. Please do not hesitate to call or email her with questions concerning your accounts.

We provide highly personalized service. All aspects of our business are aligned to help us better understand our clients' unique needs and goals, provide customized solutions and instill confidence.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Estate & Legacy Strategies

Office Information

Office Hours

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

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