As a native of Erie, I have served as a financial advisor with Edward Jones since 2008 and have earned my AAMS® professional certification from the College for Financial Planning. My branch is located in Edinboro, PA, where I have been since joining the firm.

Using an established process, I build personalized financial strategies for my clients that are designed to help achieve their unique goals. I take the time to truly listen to my clients and construct measurable objectives that are uniquely tailored to their circumstances. I walk my clients through the process of investing, and work to fully understand their needs, goals and uncertainties. Once the strategies are implemented, I continue to partner with my clients throughout their lives to inform them of any developments and address any needs or new goals as they arise.

In order to provide a comprehensive service, I regularly collaborate with my clients' CPAs, attorneys and other trusted professionals, always keeping client information confidential. Throughout the entire process, I am dedicated to providing superior, one-on-one service.

I am proud to serve a variety of clients with wide-ranging goals. I regularly work with multi-generational families to develop unique strategies of wealth transfer and ensure that all family members are treated with the utmost care and respect. I also work with business owners to create strategies for business succession and asset growth.

I have a passion for people. I especially enjoy helping my clients retire comfortably and achieve financial security. For me, there is no greater joy than seeing the relief and happiness on my clients' faces when they learn that they have met their goals.

Outside of my role with Edward Jones, I have served on various nonprofit boards and a past president of a local Rotary Club. I enjoy traveling, camping, biking, motorcycling, exercising, skiing, obstacle course racing and spending time with family and friends.

Focus areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Portfolio Reviews
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

My Personal Interests

  • Active Lifestyle
  • Traveling
  • Spending Time with Family
  • Cycling
  • Skiing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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