I began my career with Edward Jones in 2007, and it has been an unbelievable experience. There will be unpredictable events in your life, and I will be here to help keep you on track with all of your long and short-term goal needs, no matter the obstacle.

As your Edward Jones branch team, we believe it’s important to invest our time to understand your goals, so we can strategize the best path forward. Working closely with you, your CPA and attorney, I can assist in determining the most appropriate financial strategy for you and/or your family based on your goals at that time. I will assist with your retirement savings and spending goals, so you have more options when you retire.

Envisioning retirement is your job. Helping you get there and/or staying there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance.

To better serve my clients, I obtained the Accredited Asset Management Specialist™ professional designation.

We strive for highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.