As an Edward Jones financial advisor, it is my passion to help you reach the financial goals you have always wanted. It has been a privilege to serve and live in the community of the Hilton Head/Bluffton area for the past 25 years.

Whether your dreams are to retire comfortably, care for your family, grow your business or give to causes you care about, I will work hard to create a personalized strategy that fits your unique story. Then, we will partner together over the long-term to help keep you on track to achieve your goals.

I am Series 7 Series 66 registered and hold the life and health insurance licenses, as well as the AAMS® professional designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully pass a 12-module education plan, commit to its code of ethics and agree to pursue continuing education. This allows me to help address the specific needs of high net worth clients.

In my personal life, I live in the Lowcountry with my husband, Jason, and our two daughters, Charlotte and Valerie. I am involved in the community and have served on the board of directors of several local non-profit organizations. I am currently the in-coming President of a local women's organization, The Zonta Club of Hilton Head Island.

My branch office administrator, Julie Palma, is here in our branch to give you an added level of service, and she has a sincere interest in helping you with all of your administrative needs.

It's a privilege to serve as a guide and an advocate with something so personal and meaningful as a person's finances and life savings. I would love to be able to help you with the dedication you deserve.

Focus areas

  • Business Retirement Plans
  • Divorce Finances
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Skiing
  • Spending Time with Family
  • Volunteering

Office Information

Office Address

38-D New Orleans Road Suite 100 Hilton Head Island, SC 29928

Office Hours

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

Branch Team

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