Profile

I joined Edward Jones as a financial advisor in 2017. I developed a passion for helping people achieve their financial goals after spending over 13 years in the financial services industry, managing retail banking and consumer lending branches. In 2014, I decided to return to school to pursue my master’s degree at Penn State University. While attending classes, I fell in love with the world of investments. After graduating, I found that Edward Jones was the perfect fit for me to pursue my objective of helping others achieve financial success.

As an Edward Jones financial advisor, my focus is on helping serious, long-term investors achieve their financial goals. I use an established process to help determine what is important to my clients. We work together to develop strategies to meet their goals. Once the strategies are implemented, I partner with my clients for life, maintaining regular contact with them and keeping them on track. When beneficial to my clients, I collaborate with a team of CPAs and attorneys, always respecting client confidentiality.