As a financial advisor with Edward Jones, I partner with clients to develop thoughtful, long-term strategies aligned with their goals, values and evolving needs. With nearly nine years of service in the United States Navy’s submarine force, I developed a strong foundation in preparation, accountability and disciplined decision-making — principles that continue to guide my approach today. I bring t
hat same structured, mission-focused mindset to helping clients navigate complex financial decisions with clarity and confidence. After completing my bachelor’s degree, I spent several years in the information technology field before earning a Master of Science from the University of West Florida, specializing in data analytics and data visualization. My professional background includes leading complex projects and portfolios with a focus on risk management, strategic planning and data-driven decision-making — experience I now apply to helping clients build, manage and adapt their financial strategies over time. Today, I work with clients across a range of geographic areas, providing personalized, confidential guidance supported by the resources and research of Edward Jones. My focus remains on building trusted relationships grounded in professionalism, discretion and a clear understanding of each client’s unique financial priorities. Areas of focus include:
• Business Exit Planning
• Retirement planning strategies
• Investment alignment and portfolio construction
• Estate and Legacy considerations
• Risk management strategies
• Support for business owners and employer-sponsored retirement plans, including 401(k)s options
Backed by the strength of Edward Jones and a nationwide network of professionals, I help clients stay focused on what matters most: making informed decisions with confidence and working toward long-term financial security.
