At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.

I began my Edward Jones career in 2006 as a financial advisor in Toledo. I became a limited partner with Edward Jones in 2011. I have lived in the Toledo area since 1998.

I attended the University of Michigan and graduated in 1995 with a Bachelor of Science degree. In addition, I received the CFP® (Certified Financial Planner™) professional designation in 2012. 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.

I have served the firm as a trainer, mentor, visiting veteran, field trainer leader, client solutions leader and Ted Jones coach. I am an active member of the community, serving as a board member for the Franciscan Care Center.

My senior branch office administrator, Cheri, has over 10 years of experience and is dedicated to providing you with the highest level of service possible. Cheri became a limited partner with Edward Jones in 2015. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. She also supports the community by being involved in the Alzheimers Foundation.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.