My early experience with Edward Jones and what drew me to this firm was the solid culture of sincerely caring about one another. It permeates our organization from top to bottom. Perhaps that is because our firm is special and unique in many ways.

As an Edward Jones financial advisor, I sincerely believe in learning what is most important to you, what your goals are and how you feel about money. Then we partner together to map out a custom strategy to help you accomplish those goals. We follow a proven process that allows us to create a portfolio that helps meet your risk comfort and your timeline.

I know the markets change – and often. I have been registered and licensed in the securities industry since 1988 and have walked side by side with my clients through the good, bad and ugly that markets can become. I've learned valuable lessons from the good and the bad, but mostly from the times that were ugly. Because of those experiences, while I can't change the markets, I can help set the sails to best adapt.

I am a native Missourian, born in Butler, MO, and I attended elementary school in Rich Hill before moving to Lee's Summit. I helped pay my college tuition by working on campus at the revenue office at UCM in Warrensburg, so you see financial affairs have always been my first love.

My family is a close-knit one with a proud rural heritage in Bates County, MO. I was instilled with solid core values and an appreciation for face-to-face dealings sealed with a firm handshake.

My hobbies include travel, reading and spending time outdoors. I live happily with my cat, Sophie.

Relationships are key. I believe in trust, efficiency and competent advice, and I look forward to helping you achieve your financial goals.

Come join us! My associate, Jill Cooper, and I look forward to serving you!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Wealth Strategies
  • Insurance & Annuities
  • Portfolio Reviews

Office Information

Mailing Address

P O Box 16 Oak Grove, MO 64075

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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