As an Edward Jones financial advisor, I believe it’s important to understand what 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 earned a bachelor of science degree in finance and banking from Southern Illinois University Carbondale in 1985.

For 11 years prior to Edward Jones, I served as CFO for a local real estate appraisal company. I began my Edward Jones career in 2008 as a financial advisor in Sarasota. I currently serve our firm as a culture of compliance leader for our region. I have also served as a regional performance leader, a field trainer and mentor for our region.

In 2011, I received the AAMS® designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

I hold the General Securities Representative (Series 7) registration and the Uniform Combined State Law Examination (Series 66) registration.

I've earned the following firm awards: Ed Armstrong Achievement Award, 2018, 2017, 2016 and 2015; Edward D. Jones, Sr. Founders Achievement Award, 2014, 2013 and 2012; Century Award, 2012; Jack Phelan Blue Blazer Award, 2011; Ted Jones Entrepreneurial Achievement Award, 2011; Winners Circle, 2010; and the Regional Leader Award, 2009.

At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so we can help you reach your long-term financial goals. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Connect on Social

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