Preparing for retirement is like a cross-country journey. While it may seem like a long distance to cover, it starts with the first step of determining where you are today and where you want to be. Wherever you might be in your journey, I can help.

Before joining Edward Jones, I worked as a Human Resources professional in the Telecommunications Industry and as an entrepreneur. My passion for helping people reach their goals, love of numbers, and entrepreneurial spirit brought me to Edward Jones.

In the 13 years I've been an Edward Jones Financial Advisor, my primary goal has been working with my clients to develop strategies geared toward their unique goals. Being part of my clients' lives in this capacity has been an extremely fulfilling privilege and responsibility. I have attained the CFP® designation as my personal values strongly align with the integrity and professionalism this designation represents. The most rewarding experience for me is when a client refers their children, parents, and closest friends to us.

When we're not working, my partner, Jill, our black lab, Stella, and I enjoy spending time outdoors and with our friends and family.

Kamelia, our Branch Office Administrator, and I value the trust our clients have placed in us. We are both deeply committed to contacting our clients on a regular basis and providing the best level of service possible.

We look forward to meeting you!

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Protection Strategies
  • Estate & Legacy Strategies
  • Socially Conscious Investing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 03:30PM
Tue 09:00AM - 03:30PM
Wed 09:00AM - 03:30PM
Thu 09:00AM - 03:30PM
Fri 09:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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