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
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

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