For the past 15 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 way 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 you, together we embark through a well-practiced 5 Step process. We gather the information we need to gain a solid picture of your current financial situation. We assist you in establishing and prioritizing your 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 that strategy and partnering with you throughout your lifetime.

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

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

When not in the office, I am enjoying my family and friends. My husband and I are celebrating 23 years of marriage. Our son will graduate from Limestone University in May with a degree in finance and business management where he is also playing baseball. Our daughter is thriving as an esthetician in Aiken. We have two fine young Scottish Terriers, who sometimes answer to McCain and Miss Daisy. 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 serve on the board of directors for the Medical Clinic of Aiken 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.