After spending 20 years in my previous profession as a certified public accountant, I decided to change to a career where I felt I could continue to help people. Working with Edward Jones, I am able to help my clients accumulate, organize, consolidate and transfer their wealth.

Our office will first work to understand what is important to you. Then we will use an established process to help you build personalized strategies to achieve your goals. Over your lifetime, we will work together to help you stay on track.

As with my clients, working together to achieve our goals and providing for our families is my inspiration each day. I am very fortunate to have my family in our community and I work to make each day a better place for all of us.

I look forward to the opportunity to help you prepare for and live in retirement, while building a legacy to share with your family.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • New Investors
  • Business Retirement Plans
  • Charitable Giving
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Reading
  • Basketball
  • Community Outreach

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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