As an Edward Jones financial advisor, I am fortunate to get up every morning and head to a job I love. I value personal relationships based on a deep understanding of your unique financial needs, whether you are preparing for retirement, living in retirement, saving for college or protecting the financial future of those you care for the most. Once I understand your priorities, we will develop tailored strategies to help you achieve the financial goals most important to you.

Our branch team includes another financial advisor, Jan Dik, and our three branch office administrators, Caroline Mitchell, Elaine Barosin and Mary Hellrigel. We are passionate about helping our clients live the life they love. We spend time with you to help ensure that you are both comfortable and confident in your financial strategy. We work with you to help ensure you feel understood, informed and in control so that you can focus on what is most important to you and your family.

Our goal is to ensure you receive the very best service from our branch. Along with the resources of our home office, we work confidentially and discreetly with your other financial professionals, including CPAs, estate planning attorneys and insurance specialists, to help make sure that we understand your complete financial picture.

When I am not working with clients, nothing brings me more joy than quality time spent with family and friends. I am an outdoors enthusiast and enjoy a good athletic challenge, whether it is running, hiking, biking or skiing. I also love to travel and sing with my choir.

As your partner, we will provide a friendly, personal and professional approach to helping you achieve your serious, long-term financial goals. It is an honor and a privilege for our branch team to serve our clients. Please contact me to begin discussing your situation and options.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Business Retirement Plans
  • College Savings
  • Intergenerational Planning

My Personal Interests

  • Traveling
  • Music
  • Hiking
  • Sustainability
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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