As a financial advisor with Edward Jones since 2014, my dedication to clients is reflected in my passion for helping others and also raising the expectation of what a partnership with a financial professional should embody. My unique ability to help clients reflect upon their lives, ask questions about what they want to accomplish and express gratitude for their blessings has allowed me to create meaningful relationships with clients. These relationships are formed through well thought out and personalized financial strategies as well as establishing a foundation to help create wealth that can have a meaningful and lasting impact on their families and community. I am proud to serve a variety of clients including the individual investors, multigenerational families, corporations and small business owners, all while taking the time to fully understand the unique goals of those I serve. I am able to accomplish this by confidentially partnering with CPAs, estate and tax attorneys to create legacy and specialized gifting strategies. My commitment to my clients could not be possible without the help of my branch office administrator, Linda Brickley. Linda helps ensure that our clients feel comfortable and confident in the service we provide. I am a member and past-president of the Rotary Club, a member of the Greater Augusta Regional Chamber of Commerce, involved in the Walk to End Alzheimer's and have served and continue to serve for various other nonprofits in my community. Outside of the office, I am most likely to be found with my two sons and my German Shepard creating all types of memorable experiences around the country, along with hiking and camping in our beautiful Blue Ridge Mountains.
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