Growing up, my father taught me the value of showing up for others. When I became a financial advisor, I was able to connect that purpose with my career. I know everyone's story is as unique as their goals, so it's my job to listen first. I don't have any right to give someone guidance without understanding where they're coming from.

I specialize in helping clients with complex financial needs, those concerned with multi-generational planning, clients who have lost a spouse or loved one, and those who are navigating a divorce.

In addition to my work as a financial advisor, I also serve in a voluntary leadership role at Edward Jones. In my role, I work to foster the growth of diversity, equity and inclusion in our firm across seven states. My leadership goal is to show up for others within the firm, just as I do for my clients.

I earned my B.A. from the University of Louisville and my MBA from Webster University. Denise, my branch team support member, earned her B.A. from Indiana University Southeast. I began my Edward Jones career in 2005, becoming a limited partner for the first time in 2015, with Denise becoming a limited partner in 2019. Denise and I have served clients together since 2014.

I was awarded the inaugural Spirit of Caring award at Edward Jones, which exemplifies the values, culture and spirit of giving back. In 2022, Denise and I earned the A.F. McKenzie award for exceptional achievement in building client relationships.

My family is the most important thing to me, and my ultimate why. I want the world I leave behind for them to be better for the work I have done in it. I am lucky enough to be with my high school sweetheart and love of my life. I have three incredible children ranging in ages from college to pre-K, who help keep me grounded and focused.

I strive to ensure that all of our clients and potential clients feel heard, understood, informed and in control. I am here to help.

Focus areas

  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Intergenerational Planning
  • Business Retirement Plans
  • Divorce Finances
  • LGBT Finances

My Personal Interests

  • Spending Time with Family
  • Running
  • Music
  • Cooking
  • Basketball

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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