My job allows me the privilege to see generations of my clients and their families go to college, save for travels, enjoy their hobbies and eventually retire with dignity. This impact inspires me to serve my clients by finding out what truly matters most to them.

I started my career in this industry in 1985, as an Edward Jones branch office administrator. I quickly realized I had passion for working with clients to help them manage their financial goals. In 1991, I took a position with another firm to further my career and obtained my securities license in 1993.

In 2009, I returned to Edward Jones and established an office in New Concord. Since then, I have assisted in the training and development of several financial advisors within my region.

In 2011, I completed the Accredited Asset Management Specialist designation. 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.

I grew up in this area and enjoy giving back to the community. I'm currently a New Concord Board of Trade officer; Cambridge Area Chamber of Commerce member; and a long-time member and past president of the Kiwanis Club of Cambridge.

My strong financial background is an advantage to the custom-designed portfolios I help my clients create. I listen, care and wholeheartedly dedicate myself to helping my clients achieve their definition of financial success. My clients often come to me during times of transition, such as retirement, receiving an inheritance, selling a business or receiving proceeds from the oil and gas industry.

I enjoy the challenge of developing complex, high net worth plans which often require collaboration with other professionals such as CPAs and attorneys.

I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation - let's visit.

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