The earliest lesson about the value of money happened to me when I was around 6 years old. My father and I were picking up and throwing away some papers by the trash cans in our backyard. While doing so, I found a penny on the ground and with little thought, I threw it into the trash with the rest of the papers. My father immediately questioned me on my actions, and my response was “it’s just a penny.” Like a movie script, later that same day my brother and I accompanied my father to a parts store as we did a lot of weekends back in those days. As we approached the counter, I noticed a candy machine that sold gumballs for a penny. As I turned to my father to ask for a penny to purchase a gumball, before the words even exited from out of my mouth, my father says to me “I bet you wish you had that penny now." That was a hard lesson to learn for a 6-year-old child, especially as my brother sat next to me on the ride home happily chomping on his penny gumball.

I am a planner by nature, and the experiences of my blue-collar upbringing fueled my lifelong interest in budgeting, saving and investing for the future. That passion ultimately led me to my career at Edward Jones. Today, I am lucky enough to help hundreds of clients with the investment goals most important to them and their families. This is our commitment to our clients. We want to understand what is most important to you. Once we understand your individual tolerance for risk and your needs, we use an established process to build personalized strategies to help you achieve your goals, and we will continue to partner with you throughout your life to help you remain financially on track.

Our branch office administrator, Mary Robbins, and I are committed to providing our clients with the highest level of personal service possible. It is our focus to make sure your goals are understood, and you are informed about the options available to you. Together, we will help make sure you have a customized strategy for the financial goals most important to you and your family.

What are the investment or financial questions that you need help answering? We would like to help provide the answers to your questions so you can make financially sound decisions. Please contact us to discuss your unique situation and the options available. We are grateful for the opportunity to serve our clients and community.