I have always called Geneva home. I am the third-generation offspring of a family-owned business that has been a pillar in Geneva for over 45 years. Taking this entrepreneurial spirit and adding my own twist, it only felt right to build my practice in Geneva too.

Our office serves a diverse set of clients in the tri-cities area and virtually across the US, working with both new and experienced investors, business owners, Hispanic investors and women investors. My personal connections to each of these areas give me a deep understanding of their unique investment needs.

As part of my commitment to my clients, I have earned the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning.

My office is an open space for all the "silly" questions.
You don't need to know everything about investing. My job is to educate, guide and partner with you.

I am not a one-woman show. My branch office administrator, Amy Henry, has been a part of the Edward Jones family for three years. She is a lifelong resident of the western suburbs and currently resides in Campton Hills with her husband, Greg, and their dog, Scout. Together, they have three grown children. She is an integral part of our team, and I am grateful to have her by my side.

My husband, Nate, and I were both raised in Geneva and have been friends since middle school. We look forward to eventually raising our family here, but for now, our two cats, Callie and Harley, will keep us busy.

I believe that everyone deserves access to quality financial advice, regardless of their starting point or current portfolio size. I work with people of all levels of financial experience, from those just starting to invest to those who are looking to build on an already successful portfolio.

So, where do you begin? It all starts with a conversation. We do what we do to help people and families like yours, but it starts with a conversation.

Focus areas

  • Entrepreneurs & Business Owners
  • New Investors
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Hispanic Family Finances
  • College Savings

My Personal Interests

  • Music
  • Volunteering
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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