For the past 13 years, I have been blessed with an amazing career at Edward Jones. I have had the unique opportunity to have a significant impact in the lives of our clients and their families, sometimes three generations deep.

Our office is located in downtown Aiken, South Carolina. However, we serve clients in many states across the country. We can meet with you in the ways that you are most comfortable; face to face, over the phone, virtually or over lunch at one of the great restaurants downtown.

When we work with the families we serve, together we embark through a well-practiced 5 Step process. We gather the information we need to gain a solid picture of the current financial situation. We assist families in establishing and prioritizing their goals. We then analyze the current strategy to determine the level of progress. Finally, we implement an agreed upon strategy and set expectations for monitoring the strategy and partnering with clients over their lifetime.

It is common for me to collaborate with the other professionals our clients have come to trust in relation to estate considerations, tax strategies and helping clients protect their wealth and income.

My passion is for serving families who value the advice and experience we offer. I love empowering our clients by clearly presenting topics that can often be considered difficult and, unfortunately, intimidating to many. Our vision is to exceed expectations each time our clients give us the opportunity to serve them, and we hope we can do the same for you.

When I am not in the office, I am enjoying my family and friends. My husband and I will be celebrating 22 years of marriage this year. Our son is studying finance and playing baseball at Limestone University, and our daughter is studying at University of South Carolina Beaufort campus with a focus on cardiac sonography. We have a fine young Scottish Terrier named McCain. I enjoy golf, tennis, cooking, hiking, gardening and visiting with my family and friends. Each year, I host a team in the Walk to End Alzheimer's, collect donations for Toy's for Tots and, as a breast cancer survivor, organize a mobile mammogram unit to serve patients in downtown Aiken.

If you need an experienced, compassionate financial advisor, we are here to serve you. Give us a call to get the conversation started. We look forward to helping you along this journey.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Military Professionals & Veterans
  • Intergenerational Planning

My Personal Interests

  • Cooking
  • Golfing
  • Polo
  • Spending Time with Family
  • Tennis

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

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