The Clients I Best Serve

My typical client is a goal focused, long-term investor who is looking for a partner to help them prepare and navigate through major life changes such as retirement, marriage or divorce, planning a well-organized estate transfer or receiving an inheritance. No two situations are the same, and my team and I enjoy taking on the complexities of each situation.

How I Partner with My Clients

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.

I take my time to get to know my clients on a deep level before providing any recommendations. From the very start and without exception, it is always about each individual and what they want to achieve. I meet them where they are and on their own terms – all while keeping them focused on what is most important to them.

One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or estate or inheritance considerations, we can offer investment solutions tailored to all your financial goals.

A Few More Facts

A 2017 graduate of The University of Tennessee, I hold a bachelor’s degree in economics and international business. Prior to joining Edward Jones, I worked in Ireland for three years in the pet industry focused on the companies' Amazon business. I came to Edward Jones because I want to help individual investors, families and small businesses work toward achieving their financial goals.

I love my family, my community and my dog, Cheese. My favorite cuisine is Mexican. I have a weakness for a good cobbler. I am a 'lifelong' supporter of UT, Dundalk FC and Vfb Stuttgart. I enjoy German beer and French wines. Hiking relaxes me. I am a fairly decent cook, and my golf game is sporadic.

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Traveling
  • Sports Enthusiast
  • Spending Time with Family
  • Volunteering
  • Pets

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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