As an Edward Jones financial advisor, I believe it's important to invest my time to understand what goals you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I grew up in Greeley, CO, and graduated from Greeley Central High School. I attended Colorado Northwest Community College where I was a member of the College Baseball team. In addition, I earned a bachelor's degree in finance from Northeastern University in Tulsa, OK. I also hold the AAMS™ professional designation from the College of Financial Planning.

I began my career as an Edward Jones financial advisor in 2004 after a 20-year career in the oil and gas industry. I moved back to my hometown of Greeley to open my Edward Jones branch office. Over the years, I have served as a mentor and field trainer for new financial advisors.

Lynn Dreher, my senior branch office administrator, has been working with Edward Jones since 2011. She also brings considerable knowledge, experience and integrity to our process and a sincere interest in our clients. We are happy to discuss your current financial and long-term goals and expectations to achieve the highest level of personal service you deserve. Please feel free to call on her with questions concerning your accounts.

At Edward Jones, we build a solid foundation by first understanding what is important to you. Together, we will use our established processes to build personalized strategies to help reach those goals. I will partner with you to help keep you on track over time, making adjustments along the way if your goals change.