I have been working at Edward Jones for over 20 years. In that time, I have been through three bear markets, watched the Twin Towers fall, seen the tech and housing bubbles pop and derivatives crumble like a house of cards.

I help people prepare for and live during retirement, then pass along their nest egg to their heirs. I work closely with your attorneys and CPAs to help you accomplish your financial dreams and goals. I have intentionally limited the number of clients that I have in order to ensure that you receive the best possible care from my office.

I enjoy crafting unique personalized portfolios that are tailored directly to your own tolerance for risk. I enjoy working with individual stocks and bonds, mutual funds, annuities and different types of insurance products. I draw from my past experiences to help guide you into solutions that you will be comfortable with.

Years ago, two people I know had roughly the same amount of money. Both ended up in skilled care for similar maladies. One died penniless, the other increased her wealth even while being cared for. This is what drives me, finding solutions that help put you and your loved ones in the best possible long-term financial situation.

I seek individuals who are serious about preparing AND partnering with me to accomplish these types of goals.

When you call into our office, Amy, my Branch Office Administrator, or I will answer the phone. There is no call center. There is a familiar voice that knows you and your situation and will seek to find the answers you are looking for in a timely manner. We look forward to partnering with you!