Business owners face a lot of challenges, and it's nice to have professional advisors who have been in your shoes.

I bring experience from several different angles as I advise business owners on building their company for a successful liquidity event. My background is CPA, business owner, real estate investor, CFO, and charitable giving advisor. I use those skills as a financial advisor with Edward Jones where I also serve as a leader in our region.

Personally, I am married, have three daughters, eat too much ice cream, write music on the side, and have a secret aspiration to write a screen play. I'm both right and left brained, which I think helps me connect with people and see the big picture of an situation before developing a plan.

That's my story. I'm interested in learning yours.