One of the reasons I chose to partner with Edward Jones is because I have been a client since 2009. My experience was what true client service is when it comes to our personal finances and what is important to us, including our needs, our goals and our dreams.
As time went by, I realized this became my fascination, and I wanted to be able to provide the same professional experience to others by having my own professional practice.
How I work with my clients is listening and understanding what is most important to them, what matters to them, and then I am able to build tailored and personalized strategies to help them achieve their goals, dreams and anything else that is most important to them.
Outside of the office, I enjoy outdoor pursuits such as trail running, hiking, cross country and downhill skiing with friends and family. Rustic woodworking out of reclaimed wood is something I very much enjoy doing on my own.
Now that you know about me, I welcome the opportunity to have a conversation with you and your family to get to know you better.
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
- Active Lifestyle
- Martial Arts