As a financial advisor with Edward Jones, I partner with individuals, families, and business owners who are intentional about building, protecting, and ultimately transitioning their wealth. My work centers on simplifying complex decisions and delivering clear, actionable strategies so clients can move forward with confidence—especially during significant life and business transitions.

As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Retirement Planning Counselor™, and Certified Exit Planning Advisor (CEPA®), I specialize in retirement income planning, small business retirement solutions, and wealth transfer strategies. Through the lens of exit planning, I help business owners align their personal, financial, and business goals—ensuring they are prepared not only for a successful exit, but for what comes next.

I believe every successful plan begins with a meaningful conversation. Together, we define priorities, clarify goals, and build a coordinated strategy that evolves over time. I collaborate closely with CPAs, attorneys, and other trusted advisors to create alignment across all aspects of a client’s financial life—because the best outcomes are achieved through a team-based approach.

I am passionate about helping business owners and families prepare for life’s next chapter—whether that means retirement, transition, or legacy.