09/01/2026
I’m incredibly grateful for the recognition I’ve received from Edward Jones over the years, including most recently for Client Service Excellence in 2025.
What means the most to me is what these awards represent: the trust clients place in me, the relationships we’ve built, and the opportunity I have every day to help people make thoughtful decisions about their financial futures.
I’ve been in financial services for more than 25 years, and during that time I’ve seen just about every kind of market environment imaginable. I’ve worked through the dot-com bubble, 9/11, the financial crisis, the COVID-19 pandemic, periods of rapidly rising interest rates, inflation, market corrections, and some tremendous bull markets as well. Those experiences have taught me how important it is to stay disciplined, keep perspective, and avoid making emotional decisions based on short-term headlines. I believe living through those cycles has made me a better financial advisor because I can help clients put difficult moments into context and stay focused on the long-term goals that matter most to them.
At the end of the day, I still believe the most important part of this business is simple: listen carefully, understand what matters to each person and family, and be there for them through every stage of life.
Thank you to my clients, colleagues, friends and family who have supported me along the way. I’m very fortunate to do work that I truly enjoy.
If you or someone you know is looking for a financial advisor, or would simply like a complimentary second opinion on your current financial strategy, I’d be happy to have a conversation.
