I have been a financial advisor with Edward Jones since 2015. I originally joined the firm as a branch office administrator in 2010 and transitioned to my current role out of a desire to help clients more directly.

Using an established process, I build personalized financial strategies for my clients that are designed to help achieve their unique goals. To provide a comprehensive service, I regularly collaborate with my client's CPAs and attorneys, always respecting client confidentiality. With my branch office administrator, Katherine, I work to provide the best client service possible.

I help individual investors and families across multiple generations build and transfer wealth. I am especially passionate about helping women and families in transition.

I love helping my clients create financial stability and build wealth. I work hard to be approachable to my clients and to empower them through financial education. It is my aim to make my clients feel heard, valued and comforted through my support and guidance.

Outside of my role with Edward Jones, I serve as a board member of Wapello/Davis County Hospice. In my free time, I enjoy reading, traveling and spending time with my husband and our active young child.

I would love the opportunity to be of service to you and your family. Let me know how I can help.

Focus areas

  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Wealth Strategies

My Personal Interests

  • Active Lifestyle
  • Cooking
  • Reading
  • Spending Time with Family
  • Traveling

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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