As your Edward Jones branch team, I believe it is important to invest my time and effort in understanding what is important to you before you invest your money. By working closely with your CPA, attorney and other professionals, I can help you determine personal financial strategies that are most appropriate for you and your family. I use selection and monitoring processes that have been designed to help meet your individual financial needs and goals. I will be transparent disclosing estimated costs and potential conflicts of interest prior to business engagement.

In 1999, I joined Edward Jones as a financial advisor, opening the firm's 10th branch office in Fort Wayne. Since then, I have been serving business owners and individual investors with clearly identified financial goals. I am active in community organizations and at Edward Jones. My passion in life is assisting others to succeed.

I earned a bachelor's degree in mechanical engineering from Worcester Polytechnic Institute in Worcester, MA in 1987, and I received the Certified Financial Planner® (CFP®) professional designation in 2013.

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.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews

My Personal Interests

  • Art & Theater
  • Fishing
  • Football
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
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

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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