Financial Planning

About Us

Growing up with parents who earned a living going to auctions and garage sales to purchase items to resell taught me the value of money. Whether it was a bicycle, pool table or boat cover my parents never missed the opportunity to buy something to resell. Helping my parents selling bikes as a kid I learned the value of asking questions and listening to the response. Be it a three-speed, ten-speed or tandem, I was always able to partner with the customer to find the proper bicycle but only after asking questions and listening to the customers needs.

Today as an Edward Jones Financial Advisor, I have taken the lessons I learned growing up to help you find the proper financial solutions. We will use established processes to identify your goals and create a personalized plan. Our partnership will continue throughout your life to track your progress and modify your plan as your goals evolve.

After serving over 7 years in the financial industry, I transitioned to Edward Jones to leverage the advanced technology and experienced personnel Edward Jones provides their advisors. These resources allow our office to devote our time to you.

When not in the office I enjoy spending time with my daughters, Grace and Claire. We enjoy music, movies and dining at our favorite restaurants. I am also active in the community helping people in need with Woodstock Area Community Ministries.

When you are ready to work one on one with a financial professional, I look forward to serving you.