Before joining Edward Jones, I spent more than 20 years in the financial services sector, which included operating venture capital, debt financing and supporting enterprise clients with financial services at global IT companies HPE and Dell-EMC.

I am passionate and honored to help business owners, executives, IT professionals and retirees to pursue their dreams and plan for their loved ones. I joined Edward Jones because I saw how Jones’ thoughtful and straightforward investment philosophy was and how it resonated so closely with my own.

I'll start by meeting with you to determine what your life long goals are and I'll build a financial strategy that fits your goals, your needs and your family. I'll partner with you long-term to review what changes life brings, to reevaluate your goals and risk tolerance, and to make adjustments as needed. Our process looks like this:

• I'll invest my time in understanding what is important to you before you invest your money and I'll work with you to translate your vision into your long-term financial goals

• I want to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals

• I will use our established process to build personalized strategies to help meet your financial goals

• I will partner with you over time to help you stay on track

Throughout it all, I'm dedicated to providing you top-notch client service.

If you have questions or want to see if we might be a good fit, let's grab a cup of coffee and discuss how I might build a personalized financial strategy just for you.

Focus areas

  • Business Owner Considerations
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Protection Strategies

My Personal Interests

  • Reading
  • Health & Nutrition
  • Technology
  • Walking

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 07:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 07:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun By Appointment Only

Additional Hours

  • Web Conferencing
Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More