FINANCIAL COACHING FOR EVERY SEASON

My interest in investments has been with me since graduating from college, and my desire to assist others by guiding them through thoughtful planning has continually grown. The satisfaction I feel when helping others achieve financial success confirms that I am in the right place to help clients take the right steps. I am also committed to sharing the many options available to clients who have worked hard to save, but may be unaware of how to most efficiently reach their goals.

My team includes myself, branch office administrator, Kim, and a great amount of resources from the Edward Jones home office, all of which creates a well-rounded approach to help meet a client's financial well-being. Whether it's planning for retirement, college funding, insurance, travel, or estate strategies and transfer, our goal is to provide an honest, transparent and caring relationship with our clients. We strive to earn your respect and trust for our advice and guidance, so we can successfully assist you in meeting your goals and dreams.

I have been a financial advisor for more than 19 years and although some days are more challenging than others, I have never once thought about anywhere else I'd rather be. I am grateful my career provides me the joy of realizing a client's success, but away from the office I receive great enjoyment from travel, golf and cooking for my family and friends. I have also spent years coaching youth baseball, was involved with numerous community organizations and am presently a Rotarian.

You can expect a smiling face or a friendly voice each time you call or come in because we love what we do. We care about our clients, we're interested in their lives and wish to be a part of helping them achieve their dreams, not just their financial needs.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • College Savings
  • Portfolio Reviews
  • Wealth Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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Branch Team

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