I first began investing in my twenties on the advice of my father. By my early thirties, I started to realize that it was some of the best advice I'd ever received, and I had saved enough to make a down payment on my first home. As an Edward Jones financial advisor, I now enjoy the opportunity to help others take charge of their financial future.

I work primarily with families and individuals planning for retirement, living in retirement and/or saving for education. I also help with employer-sponsored retirement plans, wealth strategies and protection/insurance strategies.

Prior to becoming a financial advisor with Edward Jones, I was self-employed as an attorney. As a result, I am particularly sensitive to the challenges professionals and small business owners face when planning for their business and personal financial needs.

In my spare time I enjoy hiking, backpacking and am actively involved in the local acoustic folk music scene.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings
  • Business Retirement Plans
  • Portfolio Reviews

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