About Us

As a financial advisor at Edward Jones, my role and responsibility is to work comprehensively with my clients to address their wealth needs. I support this approach by emphasizing the conversation topics most everyone should be having with a financial advisor. Those topics include: - Investment Strategies - Retirement Planning - Banking and Credit Management - Education and Family Support - Insurance Planning - Estate Considerations - Tax Awareness My formal background and training includes a B.A. degree in economics from Wabash College. I am also a CERTIFIED FINANCIAL PLANNER™, or CFP®, professional and a Certified Wealth Strategist® designee. This is all that I have been doing since 2012 – providing financial advice to individuals and their families or businesses. We are eager to not only meet you, but to better understand your goals, objectives and what matters most to you. It is our most sincere pleasure to serve you with all of your needs!

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  Finance + Legal Services

  Not Your Father's Stockbroker

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