I began my career in the US Army, working in human resources and helping fellow soldiers establish retirement accounts and understand retirement savings. While transitioning from the military, I joined Edward Jones as a financial advisor. To better serve my clients, I earned the AAMS®, CRPC® and CRPS® professional designations.

I begin the advising process with a conversation. I actively listen to understand my clients, their stories and what is most important to them. Then, using an established process, I build personalized financial strategies that include educational components aimed at empowering and assuring my clients. Once the strategies are in place, I maintain regular contact with my clients to help keep them on track. To ensure comprehensive attention, I regularly work with my clients’ certified public accountants and attorneys, always respecting confidentiality.

I serve serious investors with wide-ranging goals. I help retirees and those approaching retirement with strategies to help them live with ease and comfort. Many of my clients are families with whom I establish strategies for multi-generational wealth. Growing up in a middle-income household of self-starters, I especially enjoy supporting and elevating middle-income families and self-employed individuals.

Outside of my role with Edward Jones, I am active in my community. I am a member of my oldest son’s parent-teacher organization and organize various community outreach events with my son’s schoolmates. I am an Executive Committee Member at Large for the Colorado Springs NAACP. My branch and I also participate in numerous charitable events throughout the year. I spend my free time with my family, hiking, biking, traveling and cooking. After decades of relocation, I am delighted to call Colorado home.

If you want help retiring with confidence or are interested in a second opinion, give my office a call. I will be happy to help get you on track.

Focus areas

  • Business Retirement Plans
  • Intergenerational Planning
  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Special Needs Financial Considerations
  • Estate & Legacy Strategies

My Personal Interests

  • Cycling
  • Running
  • Spending Time with Family
  • Traveling
  • Cooking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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