I have 39 years of Fortune 500 experience in the financial industry as an operations manager at Merrill Lynch, Pierce, Fenner and Smith, 1982-1989; a Citicorp mortgage customer service supervisor, 1989-1992; and as an Edward Jones senior academic training and financial advisor from 1992 to the present.

I received a Bachelor of Arts in marketing and retail from Missouri State University in 1982. I am a licensed financial advisor with Series 7, 63, 66 registrations and Florida life, health and annuity licenses.

My community involvement is with the Pompano Beach Kiwanis as the past president. I'm also on their board of directors and serve as membership chairperson and inter-club chairperson.

Since I've been with the Pompano Beach Chamber of Commerce, I've been named the Volunteer of the Year in 2015 and the Ambassador of the Year in 2016. I am also involved with the Commerce of Education Foundation. I am a board member of Broward County Boys & Girls Clubs, a member of the Lauderdale By The Sea Garden Club and a member of the Lauderdale By The Sea Chamber of Commerce.

I focus on outlining a clear approach to designing the financial strategy that fits the financial and life goals of individuals and families. My diverse background and training enables me to help clients pursue their long-term financial goals through comprehensive, individualized financial strategies, including analysis of my clients' goals, needs and risk tolerance.

I have trained and developed over 1,000 financial advisors across the country starting from my first year in the industry and throughout my successful career.

I am a field trainer, training visiting veteran and a member of the hiring team for Edward Jones Investments.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • College Savings
  • Socially Conscious Investing

My Personal Interests

  • Volunteering
  • Baseball
  • Community Outreach
  • Fishing
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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