As a financial advisor, I help my clients plan for success, invest in their future and protect their wealth. Following a systematic process—and backed by the industry-leading tools and research of Edward Jones—I walk my clients through the development of personalized financial strategies I uniquely designed for them. I continuously ensure that my clients feel secure and comfortable with every decision they make. To best serve my clients, I collaborate with their CPAs, attorneys and other professionals, always respecting confidentiality.
I am honored to serve an incredible group of clients, many of whom I consider dear friends. I focus on advising sophisticated investors and their families with estate considerations and tax efficiency needs. I maintain a limited number of clients so that I can provide the exclusive time, attention and care that they deserve. Licensed in multiple states, I am able to serve clients and their loved ones nationwide.
After college, I founded a physical therapy clinic, fitness center and performance center. I eventually sold the clinic to the University of Missouri and the fitness center to the YMCA. After running successful businesses as an entrepreneur, I transitioned to my role as a financial advisor. The skills I developed as an entrepreneur—from client care to financial management—make me uniquely qualified to serve my clients and improve their financial wellness. I truly love what I do and feel fortunate to have found my calling.