I joined Edward Jones in January of 2007, opening a branch in Amherst, OH. Prior to joining the firm, I worked as a financial analyst and accountant for 17 years.

As an Edward Jones financial advisor, I believe it's important to invest my time to understand the goals you would like to accomplish before you invest your money. I can help determine the most appropriate financial strategy for you and your family. I can be a team member with your tax professional and attorney to achieve your objectives.

My primary goal is to help the individual investor develop a customized investment strategy to achieve long-term goals. This can be planning for retirement or looking for sources of income while in retirement, reducing your taxes or saving for a child's college education.

Please contact my office for a complimentary portfolio review. We can talk to find out what is important to you and create a strategy together to accomplish your future goals.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

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