What are your biggest concerns when you think about what the future holds? If finances come to mind, you are not alone. And you don't have to be! My job is to help people navigate their personal finances – helping them to envision the future they want and set them on the path to get there. Whether you are far from retirement or already retired, it is not too late to assess where you are and plan for the future. And I want to help!

While it is true that I do love numbers (also budgeting and spreadsheets!), what I love most about my work is that I get to connect with the people in my community and help them navigate through whatever challenges they might be facing. At Edward Jones, the core to our philosophy is that developing a trusting relationship with clients is the best, and only, way to do business. That's why we have offices locally, to be sure we are accessible and can give back to our communities.

When I'm not in the office, you can find me with my husband, Neill, and our two young children out in nature, crafting at home, whipping up something tasty in the kitchen or playing a highly competitive game of strategy. We've been in Western Massachusetts for nearly 20 years and are so grateful to call the Pioneer Valley home!

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • New Investors

My Personal Interests

  • Baking
  • Cooking
  • Gardening
  • Crafts
  • Outdoor Enthusiast

Office Information

Office Address

21 Mohawk Trail Suite 9 Greenfield, MA 01301

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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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