After 20 years as an educator, I transitioned my career to Edward Jones seven years ago with the objective of using my teaching skills to help investors meet their financial goals. I am Series 7 and 66 registered and insurance licensed. I am prepared to provide financial, insurance and education savings strategies to long-term investors.

I work with investors to create a financial strategy that is customized and tailored to each individual's unique goals and circumstances. I use an established process to progress toward goals and I work closely with clients to help keep them on track throughout their lives. For more information, please call to schedule an appointment.

Focus areas

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

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat 09:00AM - 12:00PM
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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