I started at Edward Jones in 2005 after five years in public accounting and graduating from Howard Payne University in 2000. I became a limited partner with the firm in 2015.

Joining me is an outstanding, motivated, detail-oriented, customer-minded branch partner, Lianna Berezin.

Our mission in life is to help investors continue, maintain and improve their hard-earned standard of living for the rest of their lives and pass that legacy on to their family.

We focus on professional financial strategies for affluent business owners, executives, entrepreneurs, families and individuals.

We will partner and work in tandem with other professionals, including your CPAs, estate planning attorneys and life insurance specialists. Our team can help determine the most appropriate financial strategy for you, your family and your business.

We use an established process to gain a detailed understanding of your values and goals.

Together, we can assist you with items including, but not limited to…

- Retirement savings strategies
- Receiving an inheritance
- Saving for the dream vacation home
- College savings plans for kids or grandkids
- Long-term care for later in life
- Life insurance to plan for the unexpected
- Charitable giving
- Leaving a legacy

We can help you develop, implement and monitor a comprehensive wealth strategy and make smarter decisions in today's uncertain political, economic and social environment.

Contact our branch to obtain a confidential, no-obligation second opinion, risk and investment strategy review from a seasoned financial advisor. Let’s connect and schedule a confidential, no-obligation deep dive into your finances today.

Focus areas

  • Business Retirement Plans
  • College Savings
  • Divorce Finances
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies

My Personal Interests

  • Baseball
  • Football
  • Tennis
  • Traveling

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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