As an Edward Jones financial advisor and CFP® professional, I enjoy partnering with individuals, families and business owners like you to create and implement tailored solutions designed to fulfill your goals. Whether your goals are to plan for retirement, save for college, prepare for the unexpected or create an effective wealth transfer strategy, I can develop a financial strategy to thoroughly address your needs throughout your life. And, if your needs require, I can coordinate with the other professionals you're working with, your CPA and estate planning attorney, to help ensure that your strategy is seamlessly implemented.

During our initial visit, we'll discuss several questions that will allow us to truly understand your needs and goals. Together, we will discover your risk tolerance and experience level so I can effectively design the best solution to help you reach your goals.

My commitments to you are simple yet profound:
1. Listen to understand what's important to you.
2. Develop a personalized strategy to help you meet your unique needs.
3. Provide education to help ensure you are comfortable with and confident in our solution.
4. Proactively pursue your investment goals with the highest integrity and your best interests in mind.

Because of my passion for understanding, researching and communicating investment strategies, I consciously chose to first dedicate myself to deeply understanding the financial services industry. I previously did portfolio engineering as a sales consultant for a large mutual fund company and also was an auditor and analyst at the Chicago Board of Trade. In 2006, I was awarded the CFP® designation.

It would be my honor to apply my 25 years of investment experience to meet your long-term goals. My branch team includes Cheryl Duncan and Delani Pennington, who are both dedicated to providing you the highest level of service.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Baseball
  • Running
  • Community Outreach
  • Traveling

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 - 05:00PM
Sat Closed
Sun Closed

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