I'm originally from New Castle, IN, and graduated from Blue River Valley Jr/Sr High School. After high school, I attended Anderson University. While trying to decide my major, I knew three things – I loved people, I loved numbers and I loved to help people. I just had to find a career where I could merge those three together.

After changing my major about six times, I graduated with a degree in accounting. I worked for a small family business for a year, then moved to a new position in downtown Indianapolis working for an insurance company in their retirement services division. During this time, I learned a lot about retirement plans. I also started to learn more about investing. I enjoyed it so much, it became a hobby.

Eventually, I started wondering what it would be like to run my own financial practice. The thought scared me but excited me at the same time. Years later, the opportunity of a lifetime came my way when I was encouraged to contact an Edward Jones financial advisor about career opportunities. The rest, as they say, is history. I have never worked so hard and had so much fun doing it. I have finally found a career where I can work with numbers and investments, while also helping people.

As an Edward Jones financial advisor, I will listen to you and learn what's most important to you. Then, I will use an established process to show you how to reach your financial goals. 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.

Throughout our relationship, I will stay in touch with you and keep you on track. My best days are when I can tell a client that he or she has reached their goal!

Contact me today to discuss your dreams and let's start designing your strategy for making them come true.

Focus areas

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

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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