Allowing someone into your world of finances is deeply personal and it's important to work with someone you trust. I believe everyone should have a trusting, comfortable and mutual relationship with their financial advisor. We have an in-depth, transparent appointment process to identify where you are today, where you want to be and if there are any gaps keeping you from getting there.

Whether you have recently changed jobs, are planning for retirement, newly retired or are seeking protection and legacy considerations, I am here to help. I also work with business retirement plans. We can work as a team with your CPA and estate planning attorney to align your goals.

I was raised in Maryland where my dad served in the Navy. I hold a B.S. in biology and worked at a local pharmaceutical company for 11 years, during which I earned my MBA at Wright State. My mother has been an EJ financial advisor since 2006 and I’ve seen the close relationships forged with clients and the smiles and tears she’s shared through all milestones of their lives. It made me realize there would be no career more satisfying than guiding families through the most important decisions in life.

My husband, Bernie, is from Toledo where we visit family often. At home, we enjoy our bees, working in the yard and taking our dog, Bella, on our kayaking, camping and ATVing adventures.

I enjoy being a part of the community in which I work. I'm a Rotarian, on the board of the Merchants Association, the Event Planning Committee and Women in Business Networking.

I invite you to experience the Edward Jones difference; face-to-face meetings, personal relationships, and lifelong partnerships. Our office is supported by industry-recognized analysts and strategists to help you reach your goals and provide unparalleled personalized service. We look forward to hearing from you to see if we are the right fit for you and your family.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Military Professionals & Veterans
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Hiking
  • ATVs
  • Pets
  • Canoeing
  • Jogging

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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