InvestmentsFinancial Planning & Services
In 2001, after spending 10 years in the financial services industry, I joined Edward Jones as a financial advisor in Brunswick, Georgia, which is located a short distance of my hometown, Jesup.
I am happy to say that my business is so much more than just a job - it's a chance for me to fulfill my passion of improving the lives of families and businesses in our community. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they have confidence in their future.
I have built a business based on providing tailored financial solutions with individual investors which has earned me several invitations to the Financial Advisor Leaders Conference, an honor reserved for the firm's top 1,200 financial advisors.
In 2014, I was asked to lead Region 116. In this role, I support and guide more than 80 branch teams located in middle and south Georgia to help them build successful client-centric businesses. I was named an Edward Jones principal in 2018.
Outside of the office, I pursue many volunteer activities to help out in our community, including:
- Brunswick-Golden Isles Chamber of Commerce
- Golden Isles Rotary (past-president)
- YMCA Foundation Board (governance chair)
- Golden Isles Walk to End Alzheimer's
Relationships are key, and in our view, meeting face to face builds strong relationships. My branch office administrators, Libby Moreno and Lynne Lysaght, have over 10 years of combined experience and are dedicated to providing you with the highest level of service possible. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.