As an Edward Jones financial advisor, it's crucial that I build strong, lasting relationships with my clients.

I'm a lifelong learner with degrees from the UNC Greensboro, UNC Chapel Hill and the University of Cincinnati. I have two amazing children that I couldn't be prouder of, and when I'm not working, I'm spending every chance I can pouring lots of hugs, kisses and fun experiences into their lives.

It’s important to me that you know a few of the reasons why my clients come see me. Some have never worked with a financial advisor before while others have worked with someone for many years but needed a change for different reasons.

- Knowledge: It is my responsibility to know more about investing and managing money than most people. I can guide you to better choices than you might make on your own.

- Accountability: I can help keep you on track by focusing on sound financial principles.

- Advice: I can make suggestions about strategies to implement to reach your financial goals including retirement, short term or long-term savings, education, estate and legacy considerations. This is based on understanding purpose, tolerance for risk and the timeframe for the different investment goals you have.

- Evolution: As your life circumstances change, I can help you adjust your financial strategy so that it best fits your current situation.

- Action: Sometimes we don’t take the steps we should to manage our finances because we are too busy or too uncertain about what to do.

I hope this has helped you know more of who I am, what I do and why clients come see me. I would really love to show you the “How?” to all of this. How do I learn more about my clients? How do I analyze your current situation? How do I help you manage investments to fit your needs and your goals? If you would like to set up time to talk with me more about this please call me or email me, and we will get that scheduled.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Divorce Finances
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Volunteering
  • Camping
  • Traveling

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