In 1998, I began my career as a financial advisor at Edward Jones. With more than 22 years of experience in helping investors reach their goals, I have had the privilege of helping improve the lives of families and business in our community.
We partner with clients and use our established process to understand what is important to them. We then build a strategy to help them prepare for or live in retirement or save for college.
I became a limited partner at Edward Jones in 2007 and have volunteered in several leadership positions within the firm. I also enjoy helping mentor newer financial advisors.
I serve on the Wellington School Endowment Board, St. Patrick's Catholic Church Finance Committee, Patricia Lindley Center for the Performing Arts Board as well as the St. Patrick Manor Board.
My senior branch office administrator, Maggie Feiler, has been serving clients since 2001 and is dedicated to providing the highest level of service possible. Please don't hesitate to call her with questions concerning your statements, scheduling an appointment or general account questions or needs.
Maggie and I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact us to discuss your situation and options.
- Business Retirement Plans
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
My Personal Interests
- Sports Enthusiast
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More