It takes time and patience to enjoy the fruits of labor. When you plan for the future, good things can happen.

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money.

In 2008, I began my Edward Jones career as a financial advisor in Petaluma. I graduated from Purdue University Global and received the honor of magna cum laude with a Bachelor of Science degree in Finance. I received the CERTIFIED FINANCIAL PLANNER™ certification in 2017. Working closely with clients, their CPA, attorney and other professionals, I can help determine the most appropriate financial strategies for my clients. I enjoy working with clients on their personal and financial goals by helping create a retirement savings strategy so there are options when clients are ready to retire. I also help clients with building and preserving family wealth for future generations.

In 2022, I completed an educational program and earned the Certified Exit Planning Advisor® designation. The training courses covered many aspects of business and succession planning including: assessing business readiness and personal financial preparedness, effectively engaging with the client team of CPA's, attorneys, and other professionals, integrating strategies into professional, personal and financial goals.

I'm an active member of the Sunrise Rotary Club of Petaluma. I have served as a board member for Rotary, Chamber of Commerce and Petaluma People Services Center.

My branch office administrators are Aaryn Sharp and Carol Mills. We are dedicated to providing the highest level of service possible. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.