After a long career in telecommunications and media sales, I made the decision in 2008 to change careers and become a financial advisor with Edward Jones. The opportunity to help investors reach their financial goals attracted me to my new position. Little did I know how the events of 2008 and the following years would shape my relationships with my clients and the magnitude of my role in their lives.

Earlier in my life, I witnessed the effects of failing to plan in my own family. Our extended family has two special needs adults, and their parents failed to prepare financially for their ongoing financial requirements. Seeing this situation firsthand gave me a real sense of the importance of responsible planning.

My team and I provide a high level of service and a personalized approach. We use an established process to create tailored solutions to help solve the needs of a variety of investors. We help individual investors who are serious about developing a workable financial strategy, whether they are preparing for retirement, recently retired or planning a legacy. We also work with high net worth clients who are looking for tax-sensitive solutions. Many of our clients are also business owners who want detailed strategies to build their personal portfolios.

My desire is for my clients to confidently answer “yes” to life’s important questions: Are you saving enough? Are you prepared? Do you have an income strategy for retirement? Do you have enough life insurance? Will you be able to pay for future health expenses?

I’m inspired every day by the people I’m so lucky to meet. My branch office administrator, April Smith, and I strive each day to provide an ideal experience. April works hard to make sure our clients’ needs are met. Beyond the office, we work as a team to serve our community.

Our team is here to help you achieve your unique financial goals. It all begins with a conversation, and we welcome your call or email to get started.