5551 WingHaven Blvd, Ste 205
O'Fallon, MO 63368
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Insurance & Annuities
Hours of OperationMonday thru Friday: 8am - 5pm
Saturday: by appointment only
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
With over 12 years of financial services industry experience, my team understands that each client is unique and requires a personalized strategy. We are dedicated to investing the necessary time to understand your specific financial situation, your risk comfort zone, and identify your most important priorities prior to providing specific solutions. Edward Jones supports our team with thousands of dedicated professionals and advanced technologies to position us to help you reach your long-term financial goals.
I earned my MBA with an emphasis in finance from Marquette University in 2009 and a bachelor of business administration in finance with a real estate certificate from the University of Wisconsin - Milwaukee in 2005. I also received the CLU® professional designation in 2017 from the American College. In addition, I hold a General Securities Representative (Series 7) license, a State Registered Agent (Series 66) license, and an insurance license. I joined Edward Jones as a financial advisor in Lake St. Louis in 2017.