As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. I look to partner with individuals and families who are serious about reaching their long-term financial goals. Using an established process, I help clients build customized financial strategies. I take the time to truly listen to my clients and gain an understanding of what is important to them. Once a plan is in place, I maintain regular contact with my clients to address any needs or changes in their situations.

I joined Edward Jones in 2013, opening the firm's third office in Jackson. In addition, my senior branch office administrator, Tiffany, is always here to help with your needs. She and I have worked together for five years to help ensure each client feels welcomed and valued. Our business continues to grow through referrals from clients.

I graduated in 2010 from University of Rio Grande with a Bachelor of Science degree in business management, as well as a Bachelor of Science Communication degree in marketing. I graduated in 2013 from American Intercontinental University with a master's in business administration.

I became an Accredited Asset Management Specialist™ (AAMS®) in 2017 and a Chartered Retirement Planning Counselor (CRPC®) in 2018. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Inside the firm, I volunteer my time recruiting and training new financial advisors. I am currently the president of the Jackson County Rotary Club. I am also a member of the PTO for Jackson City Schools, and I serve on the Rio Grande Community College board of trustees. I am a past adjunct professor at the University of Rio Grande where I taught principals of investing.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Personal Fitness
  • Music
  • Football
  • Cooking
  • Crocheting/Knitting

Office Information

Mailing Address

P O Box 115 Jackson, OH 45640

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More