As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

I am proud to serve a wide variety of clients across the country. Specifically, I work with serious individual investors, executives and multi-generational families to develop retirement, wealth accumulation and wealth transfer strategies. I also enjoy working with business owners and nonprofit organizations, with whom I create strategies to help with business succession, asset growth, tax strategies, charitable giving and wealth transfer. No matter the situation, my clients are assured that I will work tirelessly to help them achieve their goals confidently and comfortably. Additionally, I help my clients understand the investment world in terms they can understand so they know why I suggest a specific strategy and what to expect from it.

I have pursued extensive training in entrepreneurship and exit planning in order to further assist business owners with exit planning needs and executive compensation structures. I hold the Certified Exit Planning Advisor® designation, in addition to an MBA from the Porter Byrum School of Business at Wingate University.

I am honored to partner with clients throughout their lives by helping them not only plan for the expected but prepare for the unexpected with diverse protection strategies.

Call our office. We will be happy to schedule an appointment.