I have dedicated my life to helping others and improving communities. I believe you must give in order to receive. Being a part of this community since 2013, I have been Rotary president three times and Chamber of Commerce president one year, and have served on various boards and commissions.

After working in the banking industry for 15 years assisting those in need of financial assistance, I became a financial advisor in May of 2000. In 2012, I was introduced to Edward Jones and was drawn to the culture and environment they created for their clients and employees.

As your Edward Jones branch team, we believe it's important to take our time to get to know our clients on a deep level before providing recommendations. From the very start and without exception, it is always about each individual and their needs.

My senior branch administrator, Dana Dougia Morales, and I are inspired everyday by the people we work with and meet. We are so fortunate to be able to serve our area and look forward to assisting future clients with their investment strategies.

The key to successful investing is to develop a strategy now that can help you reach your future goals. At Edward Jones, we work extensively in meeting the needs of individual investors by helping them map out long-term investment strategies.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Insurance & Annuities

My Personal Interests

  • Reading
  • History and Museums
  • Antiquing
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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