As your Edward Jones branch team, we believe it’s important to invest our time 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 an appropriate financial strategy for you and your family.

Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? I can help you prioritize your needs and define your goals.

Envisioning retirement is your job. Helping you get there is ours!

I began my Edward Jones career in 1992 in our home office and served in several different roles until I relocated to Bartlesville to serve as a financial advisor in 1999. In prior years, I have invited other financial advisors to partner with me to help better serve clients due to the success of my business. Edward Jones now serves clients locally from five branch locations.

I earned a degree in business administration from Nebraska Wesleyan University in 1991. In addition, I received the AAMS™ professional designation in 2003.

I have been active in business and civic affairs in Bartlesville for many years. I attended the 1999 Leadership Bartlesville class and have served on the Boy Scouts of American Executive Board and the Hillcrest Country Club Board. I was formerly the president of the Lions Club.

My senior branch office administrator, Lora Willis, and my registered branch associate, Lindsay Sturgeon, have over 20 years of combined experience and are dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on them with any questions.

I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning

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 Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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