As an Edward Jones financial advisor, I believe its important to invest my time in understanding what you're working towards before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

Once my clients agree to implement their financial strategies, I schedule a time to contact my clients on a regular basis in order to update them on the status of their strategies, gather any new information that may affect their strategies and provide advice on potentially beneficial changes. In order to serve my clients comprehensively, I frequently collaborate with their other professionals, including tax professionals and estate attorneys, always emphasizing client confidentiality.

We come to work each day because we enjoy working with each other and know that at the center of our team is our client, their loved ones and what is the most important in their lives. We welcome you to call or come into our office to see if our team can be of service to you as you strive to make your dreams a reality.

My ties to Versailles run deep: I grew up south of town and enjoy being active in several community organizations. Most notably, I spend many hours with my two girls at their dance, soccer and 4H events.