I love serving clients all over Polk County who, among other things, aspire to a work-optional lifestyle. I use an established process to put all the pieces of the puzzle together, by understanding what’s important to you, building personalized strategies to help you reach your goals and partnering with you throughout your life to keep you on track. I believe that relationships are key, and in my view, meeting face to face builds strong relationships.
I joined Edward Jones as a financial advisor in 2014, after working primarily in the non-profit sector in the starting of new faith communities since 2003. I am an ordained minister and I hold my Series 7 and Series 66 securities licenses.