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. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

In 1978, I joined Edward Jones as a financial advisor, opening the firm's first branch office in Lee's Summit. I became a limited partner with Edward Jones in 1983. In addition, I was named a principal with the firm in 1995.

I earned a bachelor's degree in public administration from Missouri State University in Springfield. In addition, I received the CFP® professional designation in 1984.

Originally from Kansas City, I have lived in Lee's Summit since 1982. I have been active in business and civic affairs in the community for many years. I also am a member of the Lee's Summit Chamber of Commerce, the Lee's Summit Rotary Club and a volunteer with the National World War I Museum.

My senior branch office administrator, Heather Bergen, has been with Edward Jones since 2005 and is dedicated to providing you with the highest level of service possible. She became a limited partner with Edward Jones in 2015. Please don't hesitate to call on her with questions concerning your account.

At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.

My Personal Interests

  • History and Museums
  • Traveling
  • Spending Time with Family
  • Reading
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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