As your Edward Jones branch team, we believe it’s important to invest our 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, so you have more options when you retire, regardless of what you decide to do.

In 1999, I began my Edward Jones career as a financial advisor.

I attended the University of North Carolina at Greensboro and graduated magna cum laude in 1978 with a bachelor’s degree in business administration. I earned a master’s degree in accounting from the University of Georgia. In addition, I hold a juris doctorate from Campbell University.

I received the Certified Financial Planner™, or CFP®, certification in 2011. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services and who pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants. In 2019, I received the Chartered Financial Consultant®, or ChFC® professional designation from the American College of Financial Services. For more information on the ChFC® designation, please visit the website: www.theamericancollege.edu.

My branch office administrators, Teresa Lanuto and Jill VanSickle, have over 20 combined years of financial services experience and are dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on them with questions concerning your statement, dividends, stock certificates or your account in general.

We strive to provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.