I am passionate about understanding what is important to my clients and designing personalized strategies to help them achieve their goals. I am deeply gratified by seeing that I've truly helped my clients achieve their life and financial goals. Michelle, my branch office administrator, shares in this desire to serve others as well.

My interest in sharing my knowledge with others led me to teach a college level personal finance class. I am energized by the opportunity to impart information to improve people's lives.

Edward Jones has provided me with the opportunity to work with serious, long-term investors in a variety of life stages, from early savers to those in retirement and thinking about transitioning their resources to the next generations. Each stage provides the opportunity for Michelle and me to get to know our clients' unique goals and strategize on the best way to get there. I enjoy regular strategy meetings with clients and see them as opportunities to deepen our relationship and make any necessary adjustments to our strategy as life dictates.

During 12 years in financial services, I've learned the importance of the client relationship and look forward to getting to know you.

My family and I enjoy outdoor activities like hiking and paddling our cedar strip canoe. I also enjoy attending our kid's baseball games and dance recitals.

Please call my office or email me directly to arrange a time to discuss your individual goals and circumstances and what matters most to you.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • New Investors
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Running
  • Canoeing
  • Hiking
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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