My early interest in the investment world led to a degree in finance and an opportunity to gain experience interning for the Chicago Board Options Exchange. I quickly learned I wanted to apply my passion for finance to a career focused on working closely with families to organize their financial lives. Building relationships based on honesty and integrity is the foundation of my practice. Edward Jones gives me the opportunity to leverage the resources of a large firm without sacrificing clients' personal experience.
My Senior Branch Office Administrator, Holly Williams, and I work together to provide an ideal client experience. Since no two clients are the same, every family's individual goals are based on what is important to them. Whether business owners, executives or medical professionals, we seek to deliver the same value to each family we serve.
Many people think of working with a financial advisor as simply managing their money. Although that is an aspect of what I do, my focus goes beyond simply organizing one's financial life. I help my clients use their financial resources to achieve their goals. I believe being organized and in control brings families confidence in knowing that regardless of life's unexpected turns, the people and principles they care most about will be taken care of.
I work with clients who are not only concerned with living a worry-free retirement but leaving a legacy lasting beyond their years. I am dedicated to working with my clients' CPA, attorney and other professionals to craft an all-encompassing plan to do so.
- Charitable Giving
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
- Coaching Sports
- Spending Time with Family
- Sports Enthusiast
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