As I work with my clients, active honest and clear communication is key. I want my clients to understand the process. I want my clients to understand not only what investments they have, but why they have these investments, and more importantly, how this portfolio should help them to achieve their financial goals.

My first step with each relationship is to understand each individuals' unique interests and goals. From there, it is necessary to understand what level of risk each individual is willing to accept to achieve these goals. With this knowledge, we create personalized strategies and a plan. Once a plan is created, we partner with our clients throughout their life to help them stay on track to achieve their goals and adjust as necessary. Understanding and trust is crucial for every step of this relationship.

In my branch, I am lucky to be supported by Branch Office Administrator Judy O'Dell. With over 25 years of experience in the financial industry, she has a wealth of knowledge and also strives to know each of our clients personally. Our office may appear small, but in truth we are part of a partnership that has thousands of individuals and advanced technology supporting us and our clients every day.

I joined Edward Jones in 2009 and obtained my CFP® certification in 2013. I was honored to be made an Edward Jones Limited Partner in 2019.

I look forward to meeting, and getting to know you.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Protection Strategies
  • Intergenerational Planning
  • Divorce Finances

My Personal Interests

  • Reading
  • Personal Fitness
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

Request an Appointment

More to explore

An Edward Jones client reviews her financial situation.

Find your financial Starting Point

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

Learn More

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More

Setting your path

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

Learn More