My career as an Edward Jones financial advisor began with my longtime goal of making an impact on people's lives. I value the opportunity to serve as a resource for investors by guiding them toward achieving their financial goals. I enjoy being a part of my client's lives, building and growing relationships with them and their families. I started in the financial services industry in 1993 and have never regretted my decision to enter into this field.

I believe Edward Jones stands out from other firms because of how truly client centered we are and how deeply we care about and serve our clients. Our one-on-one approach creates a comfortable environment where our clients feel that we fully understand what is most important to them and will act in their best interest.

Our clients can expect a high level of service and a personalized approach. I create tailored solutions to solve the needs of our clients, including individual investors who are serious about developing a workable financial strategy (whether just beginning to save for retirement, recently retired or planning a legacy), High net worth clients who are looking for tax sensitive solutions and small business owners who want to invest through their company or develop a strategy for their personal portfolio.

I am originally from Winston Salem, North Carolina. I have lived in Tennessee, Washington and Oregon. I worked with the basketball team at the University of Portland. I have had the opportunity to enjoy the game of basketball as a player, coach, mentor and mentee. I love to watch my kids play sports, coach basketball and golf when I can. I am an avid golfer and I have been a member at Willamette Valley Country Club since the age of 30.

If you don't have a financial strategy or would like to review your current one, we offer complimentary consultations and would welcome the opportunity to hear from you!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Wealth Strategies

My Personal Interests

  • Basketball
  • Coaching Sports
  • Football
  • Golfing
  • Trivia

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
Email Me

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