As a financial advisor who has obtained the Certified Financial Planner™ (CFP®)* professional designation, my role with Edward Jones is to partner with clients to analyze their unique goals while providing insight and logic to empower financial freedom.

Whether you're planning for retirement, saving for college for your children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We will also monitor your progress to make sure you stay on track, then determine if any adjustments need to be made. Throughout it all, my team is dedicated to providing you a top-notch client experience.

My client relationships focus on three key pillars; trust, transparency and integrity. Along with these pillars, I treat each client interaction as a unique opportunity to better their financial future.

I believe that success comes from preparation and complexity is the enemy of execution.

*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
  • College Savings
  • Insurance & Annuities
  • Charitable Giving
  • Employee Stock Options

Office Information

Office Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

Additional Hours

  • Web Conferencing

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