As an Edward Jones financial advisor, I believe it's important to invest my time learning about your situation before you invest your money. My team and I have an established process to help identify your goals, so we can implement the most appropriate financial strategy. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. We will help keep you informed and in control every step of the way.

Our typical clients are plan-oriented investors who value a face-to-face relationship. I built my business to guide pre- and post-retirees and help with the critical financial decisions that will help dictate their financial future. I am dedicated to providing my clients with a highly customized strategy that we adjust along the way as you enter different life stages.

I joined Edward Jones in 2009 and have worked in Tempe, AZ; Harrison Township, MI; and Laurel, MS. Prior to Edward Jones, I earned a bachelor's degree from the University of Jamestown in business management and management information systems.

I have served my firm in several regional volunteer roles and have been active in business and civic groups in our community. I currently am involved in Kiwanis, the Chamber of Commerce and the supervisory board for the Salvation Army.

My branch office administrator is Sandy Parker. Sandy has over 20 years of experience in the industry and has been with Edward Jones since July 2019. Please don't hesitate to contact Sandy with any questions or concerns.

We welcome the opportunity to work with your attorney, accountant and other trusted professionals. Above all else, we are dedicated to providing you with a top-notch, highly personalized client service experience.