The process of preparing for retirement can feel like a cross-country journey. While it may seem like a long distance to cover, it starts with determining where you are today and where you want to be tomorrow. We do this by getting to know our clients' goals and priorities to build a financial roadmap that can fulfill the trip of a lifetime.

I joined Edward Jones as a financial advisor in 2007, opening the firm’s third branch office in Acworth, Georgia. I received the AAMS™ professional designation in 2010, became a limited partner in 2015 and was named a general partner in 2021. I earned a bachelor’s in journalism from the University of Colorado.

Originally from Rio Piedras, Puerto Rico, I've lived in Acworth since 2009. I grew up in Columbus, Georgia, where my father was stationed at Ft. Benning. I've been married to my spouse, Kristin, since 2007 and we have two children.

I have served the firm in many leadership capacities, currently as an area leader, leading parts of Texas and Louisiana for the firm. Locally, I have served in various community roles most notably as past chairman for the Paulding County Library Board and vice-chair of the West Georgia Library Board.

I work alongside Senior Branch Office Administrator Deb Robyck and Branch Office Administrator Trainee Kim Dahnke. Deb is a Senior Branch Office Administrator with 13 years of experience with Edward Jones and Kim joined the team in 2023 after serving as president of a local publication company. While Deb specializes in serving our client's needs, Kim will focus on our leadership capabilities and supporting Deb whenever needed. Having a true servant's heart, Deb is passionate about her family, her faith and her chickens! A lifetime dedicated to leadership, Kim finds herself fulfilling that passion in every part of her life supported by her faith.

We strive to provide highly personalized service by better understanding and meeting your unique goals and needs. If preparing for retirement is like a cross-country journey, allow us to be your financial GPS.