Financial advisor, CEPA® professional and community leader passionate about helping families and business owners navigate life's financial decisions with confidence, clarity and personalized guidance. As a financial advisor with Edward Jones in Jeffersonville, Indiana, I help individuals, families and business owners make informed financial decisions and build strategies aligned with their goals and values. That experience provided a strong foundation for the personalized, relationship-based approach I bring to my practice today. My clients appreciate a planning process built on experience, communication and long-term relationships. I work with clients on retirement planning, wealth strategies, risk management, estate considerations and business succession planning. In 2026, I earned the Certified Exit Planning Advisor (CEPA®) designation to better serve business owners as they prepare for future transitions and business exits. I am also licensed to serve clients in multiple states, allowing me to continue supporting them wherever life takes them. I am proud to serve on the Floyd County Fire Territory Board and volunteer with the Center for Lay Ministries. Outside of work, I enjoy spending time with family and friends, traveling, exercising and listening to audiobooks. I work best with individuals, families, retirees, pre-retirees and business owners seeking a trusted financial partner and personalized guidance. My goal is to provide an exceptional client experience through regular communication, personalized attention and a commitment to understanding what matters most to each client. Throughout my career, I have found that the most successful client relationships begin with listening. Every client has unique goals, concerns and life experiences, which is why I take the time to understand their complete financial picture before making recommendations. Whether someone is preparing for retirement, managing a business, navigating a career transition or planning for future generations, I strive to provide clear guidance and practical solutions that help them feel confident about the decisions they make. What inspires me most about my work is the opportunity to build long-term relationships and make a meaningful difference in the lives of the people I serve. There is nothing more rewarding than helping clients navigate important milestones and celebrating their successes along the way.
