In 2016 my family lost both my Mother and Father, and I spent a week with my siblings sorting through paperwork, completing life insurance claims and making trips to the Social Security Administration. Our parents had left us with a secure but complex financial situation. As I helped complete forms, tallied expected income and planned for a different future, I realized the need for help when sorting out the most private and complex aspects of our lives.

This life-changing event brought me to Edward Jones. My practice allows me to do what I was born to do - help and empower others. I serve my neighbors in the greater Charlotte North Carolina area.

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. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

At Edward Jones, we focus on you. The firm has thousands of people and advanced technology supporting our office so that we can help you and your family reach your long-term financial goals.

I attended Indiana University and graduated with a B.S. degree in public affairs management in 1985. When not in the office, you will likely find me on a golf course or enjoying a hiking trail.

Originally from Ohio, I have lived in the Charlotte area since 2000. I have a 15-year-old daughter who also has a passion for golf.

At Edward Jones we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. Relationships are key, and in our view, meeting face to face builds strong relationships.

If you are unhappy with where your money is currently held or the service you receive, please contact me to discuss your situation and options.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Business Retirement Plans
  • Divorce Finances

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More