I am a financial advisor who has received the CFP® professional designation. I've been helping individual investors and families reach their financial, education and retirement goals for over 20 years.

Since joining Edward Jones, I have volunteered for a number of roles in my region, including serving as a mentor, new financial advisor support specialist, secondary recruiting leader, client solutions leader and performance leader. In 2006, I became a limited partner in the firm and in 2018, was asked to serve as the regional leader for an area encompassing the City of St. Louis and portions of south and southwest St. Louis County. In this role, I am responsible for leading 60 branch teams.

I earned a BS and MS in engineering at the University of Missouri-Rolla (now Missouri S&T) and then earned an MBA from Washington University in St. Louis.

I am actively involved in the community and serve on the board of directors and as development chair of Doorways, a nonprofit organization that provides housing, health care and other support services to individuals and families affected by HIV/AIDS. I also serve on the finance committee and as vice president of the board of directors for the Miner Alumni Association at Missouri S&T. Previously, I have served on the board of the Maplewood Chamber of Commerce and several other organizations.

The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings
  • LGBT Finances
  • Domestic Partner Finances

My Personal Interests

  • Running
  • Traveling
  • Volunteering
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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