Biographical Info

My focus is to help you build a strong foundation by growing financial knowledge and confidence, and providing the tools that will allow you the opportunity to live your best life today and in the future.

Money awareness was an integral part of my upbringing, I understand how to approach planning for long term goals, retirement and generational wealth.

My experience working by the side of leading Fortune 500 advisors, and my passion for service excellence has inspired me to pursue advanced certifications, including, most recently the Wealth Management Certified Professional® designation, so my clients can feel confident that I am equipped to assist them with very complex situations.

In 2022, I joined the Edward Jones family, where I know my clients’ interests are always the most important priority and their needs are supported by advanced technologies and a deeply talented team.

I love taking the time to develop truly personal relationships with my clients. Ensuring you have someone to call when considering how important financial choices might influence your future is essential.

As we develop and implement your financial strategy, we’ll prepare for multiple scenarios, take a well-rounded view by working with your tax advisor, attorney and other professionals.

When not with my clients, I enjoy exploring culture through global travel. I love to cook for family and friends.

I invite you to set up a phone appointment, so we can discuss whether we are the right fit for your needs.