Inspiring and equipping doers with the financial knowledge needed to seize upon their opportunities is my passion. While there are many curves and forks in the road that we are building our lives upon, we inherently want to live each day with purpose and enjoyment. It is critical to work with the right financial advisor who wants to illuminate the possibilities and walk in life with you to forge the path forward. I find true joy in helping seekers of opportunity to live richly.
I chose Edward Jones because we are a privately-owned partnership that positions me to put the client's needs first and we live in the communities we serve which allows us to be accessible to our clients and invest in where we live.
Giving back is important to me. In my personal time, I am an advocate for children, deeply involved in growing the reach and impact of non-profits, a trusted thought partner with fellow entrepreneurs and business owners, and a keynote speaker. My focus areas are:
Career Builders and Changers
The modern worker changes careers multiple times, for various reasons. Let's look at what this means for you.
Entrepreneur Minded (Owners, Employees, Consultants)
Being an entrepreneur is a mindset not a job title. Let’s talk about how to leverage that.
Socially Conscious Investing
Diversity, inclusion, and equity are important values to me. Let’s leave the world a better place.
Non-profit Impact and Outreach
Leading a non-profit is business just the same but with a big heart and mission. I understand and walked in your shoes; Let me help you.
- Comprehensive Wealth Management
- Business Retirement (SEP/SIMPLE/401k and more)
- Education Planning
- Socially Conscience Investing
- Portfolio Reviews