As a second-generation financial advisor with Edward Jones, I have seen the impact we have on people in our community. Money cannot buy happiness - it is merely a tool that can help you fulfill your goals. I look forward to partnering with you, your family and your business so I can help build a long-term strategy to reach your dreams. Knowing what is most important to you acts as our lighthouse, our beacon of light. Together, along with your CPA and attorney, we’ll address the entire scope of financial concerns, including your tax mitigation, estate considerations, wealth protection and transfer strategies.
I am a proud alumnus of Miami University where I graduated in 2014 with a Bachelor of Science. Participating in the industry’s top training program, I completed the Edward Jones Financial Advisor Career Development Program in St. Louis, Missouri at our firm’s home office. While there, I served numerous clients across the country and received the industry’s latest training in creating financial strategies for the individual investor. I hold a Series 7, Series 66, and a Life Insurance, Health and Annuities license to serve all of your wealth strategy needs.
In my free time, I enjoy spending time with my family, traveling, gardening, coaching gymnastics and doing all things active; yoga, CrossFit, biking, tennis and golf.
My branch administrator, Liz Miller, brings 20 plus years of human resource and people-centered experience with her to Edward Jones. In her spare time, Liz enjoys spending time with her family and friends, beach vacations, the local Island area, gardening and local sporting and music events.
We understand the emotional components to challenging financial decisions. We care, and we can help. If you are ready to take the next step toward comprehensive financial strategies, contact our office today. Liz and I cannot wait to meet you!
My Personal Interests
- Active Lifestyle
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