Have you ever had a conversation with a finance professional and found yourself nodding along even though you did not understand what was being said? This is a common issue I hear from many investors and it is an issue I aim to solve. Often, financial jargon gets in the way of forming a true financial advisor-client partnership. Thus, investing can be perceived as stressful or confusing, but it does not have to be that way.

At Edward Jones, my focus is on offering simplicity and education to investors who aim to achieve their financial goals while also helping them understand the preparation it takes to get there.

I help simplify investing by:
- Clearly articulating your financial strategy.
- Using relatable examples to bring clarity to confusing concepts and terms.
- Teaching you about investing principles.

My role is to provide guidance and to educate, not to intimidate and complicate.

Together, we will build a financial strategy and form a lifelong partnership to help you stay on track. So call my office today and take the first step in achieving your financial goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Socially Conscious Investing
  • Wealth Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Weekends
  • Web Conferencing
Request an Appointment

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