I am a financial advisor with Edward Jones, bringing a background in accounting and a disciplined, client-focused approach to financial advising. I work with individuals and families who are preparing for retirement, including helping clients navigate important decisions such as rollovers from employer-sponsored retirement plans. Through my Edward Jones branch, I offer financial planning to clients with specific or comprehensive planning needs.
I also work closely with business owners to help them build enterprise value and prepare for the financial impact of transitioning ownership. I understand that effective succession and exit planning require coordination across multiple disciplines, so I take a collaborative approach, working alongside CEPA professionals, including CPAs, attorneys, and additional specialists, to help align business strategies with personal and financial objectives.
I am known for my approachable, down-to-earth style and my commitment to clear communication. I believe strong financial advising is built on trust, transparency and a deep understanding of what matters most to each client. My goal is to help clients feel informed, confident and prepared — both for today’s decisions and the opportunities ahead.