Member SIPC
I earned the designation of both Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS®). Since 2010, I have been working with families and business owners to understand what is most important and helping them build personalized investment strategies. Our team works closely with you and your other trusted professionals to help you achieve your goals, such
as business retirement planning, insurance strategies, personalized retirement planning, saving for college, or creating income in retirement. My mother was a small business owner, helping clients with their technology needs, and my father was a General Partner at Edward Jones. Growing up an Edward Jones kid, I saw first hand how a great financial advisor can positively impact their clients' lives. I graduated from Purdue University with a bachelor's in mechanical engineering in 2006. After working two years as a field engineer for an oil and gas company, I went back to school and graduated with a MBA, with a concentration in finance, from Southern Methodist University in 2010. We believe in giving back to the community. Currently, I am serving on the Springtown Education Foundation Board and Springtown Chamber of Commerce Board. As my business has grown, I have also been able to give back to Edward Jones through our volunteer positions. I have had the privilege of being a field trainer for new financial advisors, a mentor and a recruiter. My branch office administrators are DaLania Rogers and Eva Barfield. Our branch team is dedicated to giving you the highest level of service possible and partnering with you to help you reach your goals. Please call us when we can be of service to you.
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