As a financial advisor with Edward Jones since 1983 and a limited partner since 1990, I focus on helping successful individuals and families plan for retirement, and I partner with them to manage critical life events throughout their lives. I have processes in place to help them transition into retirement and throughout their retirement, navigate changes in their lives and their family's lives and plan efficient transfer of wealth to their children, or their favorite church or charities.

Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family.

My top priority is to understand what's important to you, develop personalized strategies to help you achieve your goals and partner with you over your lifetime to keep you on track. This is a proactive, dynamic and ongoing process that helps me take a long view to financial strategies, while still being responsive to fluctuations and external events along the way. These key events can impact you greatly, and that is when we need to get together and see if changes need to be made.

My senior branch office administrator, Melissa Kinley, with 21 years of experience, is conscientious and structured in providing you with the highest level of service.

There are many services we provide to our clients, some of which are not relevant to you yet, but as your life evolves, your needs will evolve. My process will put all the pieces of that puzzle together to address what it is important to you. It may be generational issues with children and parents or even close friends of our clients who express the need for a second set of eyes on things that are important to them.

We focus on the lifetime value of a client relationship.

My Personal Interests

  • Skiing
  • Music
  • Photography
  • Auto Racing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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