About Us

Helping others is one of the most rewarding things we can do in life. My desire to help others with their financial journey led me to Edward Jones after a 25-plus year career in healthcare finance.

As a CPA and hospital chief financial officer (CFO), I was responsible for providing financial leadership and direction to the organization and was a strategic financial partner to the hospital CEO. It also entailed carefully managing the investments of the hospital and oversight of the employee retirement plan.

Now, I want to go to work as your financial advisor by helping you develop and execute a personalized financial strategy that will help you achieve your goals and help turn those dreams into reality.

My clients appreciate the personal, trusted connections we form – it helps me understand what is important to you.

Let’s start working on your plan for tomorrow, today.