About

Throughout my life, I have been driven by a desire to help those in need and bring forth positive change. Prior to joining Edward Jones, I was a senior mortgage loan officer and had the pleasure of assisting countless families realize their dream of homeownership. In my current role as a financial advisor, I have the incredible opportunity to help individuals, couples and families attain their financial goals and improve their lives and loved ones.

Every client relationship always begins with a conversation. I am relentlessly curious and strive to discover and understand my clients’ needs, desires and concerns before we ever invest your money. Using a prescriptive analytical process, I partner with you to create financial strategies that meet your unique profile. As we work through the process, a large part of my work is educating and empowering you so that you are comfortable making decisions that work best for you.
 

I am blessed to serve an exceptional group of clients. Some have recently transitioned to new jobs or careers; many are approaching or living in retirement and appreciate the collaborative approach. Additionally, I assist multigenerational families with estate considerations and wealth transfers by working closely with their CPA, attorney and other professionals.