Using an established, proven process, I coach my clients to find financial freedom and achieve their goals. I build personalized financial strategies designed for their unique goals. Once the strategies are implemented, I maintain regular contact with my clients for life to help keep them on track, always striving to coach them to improve their financial situations even by the smallest margin. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

I have been a financial advisor with Edward Jones since 2015. To better serve my clients, I earned the Accredited Asset Management Specialist™ (AAMS®) professional designation*.

Outside of my role with Edward Jones, I am an avid tango dancer and enjoy hunting, hiking, knitting and self-defense training in my free time.

*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.