As a financial advisor with Edward Jones since 2017 and having been located in Marion, Ohio since 2019, I focus on helping successful individuals and families plan for retirement. I partner with them to manage critical life events throughout their lives. I have been in the financial industry since 2011 and I have processes in place to help clients transition into and navigate their retirement, deal with changes in their lives and their family's lives, and plan efficient transfer of wealth to their children or their favorite church or charities.

Using our established process, Edward Jones the philosophy of finding out what's most important to you and creating a financial strategy personalized to you is our focus as we partner with you throughout your lifetime to achieve your goals.

I am a proud mother of five children, and we are actively involved in our community, church, band and sports.

Lorie, my branch office administrator with over nine years financial experience, and I value partnering with clients to prepare for their retirement and create tax strategies as well as prepare for next generation estate planning. Our goal is to understand what is important to you and develop a personalized game plan. We are happy to take a second look at existing investments and reevaluate your long-term goals.

Your goals are our passion to partner with you throughout your lifetime. With generational strategies, we will partner with your CPA for tax strategies as well as work closely with your attorney to establish estate planning strategies.

Focus areas

  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Wealth Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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