Experience and Background
As your Edward Jones branch team, we value the partnerships we create with our clients to better understand what is most important to them. We are dedicated to discovering where our clients want to be as we know that no “one size fits all”. Each family or business is complex and unique. This allows us to implement our established process while partnering with your estate attorney and tax professionals.
Born and raised here in Kansas City, this is where my business started. Through the growth of our business, we are able to help families throughout the country. After graduating from the University of Kansas, I earned my CRPC® professional designation through the College for Financial Planning.
As your financial advisor, I want you to know that you’re not alone. I believe relationships are key, and that value drives my relationships with my clients. Whether it’s meeting face to face or building a personalized retirement plan, I believe in strong relationships. I meet with my clients when it’s convenient for them because we recognize the challenging needs of their businesses and lives.
We believe the best plan goes well beyond the first meeting.
