I have the great honor and privilege to work at Edward Jones as a financial advisor where I help individual investors reach their goals. And what an honor it is to not only serve as a partner and mentor to my clients, but I have the chance to guide them through life events and investment decisions so that they can have confidence in their future.

Trust takes time to develop, and I will do my best to make you feel relaxed and not feel like you need to know every bit of "industry jargon." I strive to use analogies to make some industry terms come to life because I've found that informed investors are the ones who stay calm during times of worry; If you know the "Why" to your investments, then you'll have the confidence to stick to the "How" that gets you to your goal. Money is simply a tool and it's my passion to help others see the options they have to steward that tool for whatever goal they have in mind.

I was a client before I became financial advisor, so I understand what it's like to have fears of opening up about your finances, but I will work to make it as comfortable as I can. I use an established process to listen to your concerns and then put a personalized strategy in place so that you can see your goals and continue to stay on track throughout life's many changes. However, I don't do this on my own - our branch office administrator, Diana Linville, is the best partner I have here and is happy to answer any questions at any time.

All in all, what I hope you find is that I am a very compassionate person who understands it takes time to build trust. Three things that I strive to provide my clients throughout our time working together are:
- A clear explanation of the investments I recommend
- Timely updates on market conditions and volatility
- Transparent explanations of costs and fees

Give us a call and schedule a complimentary review so that we can discuss your options and demonstrate what makes us different. We look forward to seeing you!

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

My Personal Interests

  • Sports Enthusiast
  • Hunting
  • Music
  • Board Games
  • Art & Theater

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Request an Appointment

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