Build Wealth, Live Generously, Leave a Legacy.

I began my career as an Edward Jones financial advisor in January 2008. It was during the Great Recession that I cut my teeth, and learned first hand how to help protect my clients' assets and develop long-lasting relationships. Those years left an indelible impression on both me and my clients -- we survived and continue to flourish.

Today I continue to enjoy developing long-term relationships, especially with new clients to help them build wealth, live generously and leave a legacy. I do this by putting my clients' interests first. I believe it is important to invest my time in understanding your situation and your financial goals before you invest your money. Simply put, I want to know what is important to you. Once we've identified your goals, I use an established process to build a customized financial strategy to help you meet those goals. I partner with you throughout your life to help ensure you stay on track and make adjustments when necessary or when life takes an unexpected turn.

I grew up in Southern Indiana and graduated from Purdue University (home of basketball legend, Coach John Wooden!). I have two very spoiled pups named Jake and Henri -- the loves of my life! When I am not working I enjoy hiking, participating in 5K's to half marathons, reading (especially WWII history) and traveling.

Giving back to my community is a part of my life. I am active in the Blue Springs Christian Church, as well as the Truman Heartland Community Foundation. I'm also a past president of the Eastern Independence Rotary Club.

When you're ready to explore your options to build and protect your financial future, let's talk. My branch office administrator, Maribel Craig, and I pride ourselves on providing highly personalized service to help us better understand and meet our clients' unique goals and needs. We look forward to speaking with you!

Focus areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Divorce Finances
  • Military Professionals & Veterans
  • Wealth Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Traveling
  • Wine Collecting/Enthusiast
  • Walking
  • Gardening
  • Reading

Office Information

Office Hours

Office Hours
Mon 08:00AM - 03:30PM
Tue 08:00AM - 03:30PM
Wed 08:00AM - 03:30PM
Thu 08:00AM - 03:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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