As a financial advisor with a CERTIFIED FINANCIAL PLANNER™ certification, I joined Edward Jones in 2016 in order to fulfill my passion for serving clients' best interests while working to help achieve their financial goals. Every strategy I offer and each solution I recommend is based on an understanding of your unique financial needs. Whether you are a single or widowed woman looking to retire in Sedona, or a retired couple hoping to have confidence in your future, we can partner with you to help you achieve your dreams.

I begin by listening to what matters most to you. From assisting to make sure your money lasts a lifetime to helping to ensure you won't be a financial burden on family, we will partner together to help reach your goals. Now more than ever before, it's important to have someone to talk to. Someone who lives in your community. Someone who can offer sound financial guidance.

Our dedicated Senior Branch Office Administrator, Megan Kulfan, spent 15 years in the hospitality industry before joining the Edward Jones team in 2017. Megan's history of hospitality has allowed her to engage our clients with care and compassion while focusing on what's most important to them.

I strongly believe in community involvement. I currently serve as the secretary on the board of directors for the Humane Society of Sedona. It allows me to connect with the community while giving back to my neighbors, as well as animals in need. In addition, supporting families in the Verde Valley is something I am passionate about and I regularly volunteer my time raising money for the Clothe-a-Child program through Kiwanis.

My wife, Feliciana, and I have a 1-year-old daughter named Lianna. We enjoy spending time outdoors with our copper-colored Labrador named Cooper. We also enjoy preparing meals and hosting gatherings for family and friends.

I would be honored to meet with you and learn what is most important to you. Please send us a message or give us a call.

Focus areas

  • Socially Conscious Investing
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Divorce Finances
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Traveling
  • Hiking
  • Snowboarding
  • Golfing
  • Pets

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

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