About Us

Achieving money and financial goals doesn't have to be complicated or scary, no matter your current situation or starting point.

For nearly twenty years I helped professionals and executives navigate the dynamic world of corporate and startup America and realized how much fun I have providing value and finding solutions for my clients.

I learned hard lessons about money and finances growing up and my resulting passion for personal finance. Early experiences sparked a deep interest in personal finance, macroeconomics, and markets—leading to a career focused on making financial concepts simple and transparent for others.

Edward Jones’ focus on individuals and families made it the ideal place for me to serve clients by prioritizing what matters most to them.

My practice works hard to create a welcoming, approachable and responsive environment where your needs and goals are front and center, leveraging Edward Jones' world class infrastructure to provide personalized strategies - whether you’re just getting started, nearing retirement, or enjoying life after work.

• Helping families with saving, investing, planning and protection strategies.
• Assisting business owners find effective solutions for their teams.
• Unlocking tax advantaged investing opportunities for high income earners.
• Offering a holistic approach to long term financial strategies.

I'd be glad to connect by phone or in person to briefly show how I help clients make confident financial decisions—so you can decide if it’s the right fit for you and your family.

Let’s schedule a time to talk!