I have been a financial advisor with Edward Jones since 2004. In order to better serve my clients, I earned both the CFP® certification and AAMS™ designation. In addition to helping my clients achieve their goals, I have held numerous leadership and coaching roles within Edward Jones.

As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you are working toward before you invest your money. It is also important to understand the level of risk you are comfortable accepting when investing so we can balance that with the steps necessary to reach your long-term goals. Then, using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. Once the plan is implemented, I maintain regular contact with my clients to inform them of any developments and address any needs or changes in their situation.

We're not alone. Thousands of people and advanced technology support our office to ensure you receive the most current and comprehensive guidance. In order to serve my clients comprehensively, I frequently collaborate with other professionals which include tax professionals and estate attorneys.

I pride myself on my personal approach to business. I am a committed financial ally and partner with my clients for the long term.

My branch team includes my senior branch administrator, Micki Casey, and branch administrator, Jodi Hoy-Kaiser.

Micki has been with Edward Jones since 1999 and Jodi started on our team in August 2022. Micki and Jodi are both dedicated to providing our clients with exceptional service. They can assist with questions concerning appointment scheduling, statements, stock certificates or general account questions.