I have had the privilege of serving clients with Edward Jones since 1995. I feel so blessed that every day I can make a positive, meaningful impact with my clients, my community and my family. Being a financial advisor has allowed me to build tremendous relationships that span multiple generations with many of the families that we serve.

Paula Carter and Linda Provencio serve as my branch office administrators. They are a critical component of providing you and your loved ones with exceptional service. They each have over 15 years of experience serving Edward Jones clients and have been rewarded numerous client service excellence awards.

When you meet with our branch team, you will find that we have honed our process. We will never start with recommendations – instead, we focus our attention on what is important to you. Then we develop personalized strategies to help ensure you are able to accomplish what is most important to you. We review those strategies at least annually to ensure that we are still on track and to make any adjustments that are necessary due to changes in the economy or your personal situation.

We find that the clients we work best with value advice and have complex financial needs.
Wealth preservation is a primary focus for many of our clients. We provide this by selecting an investment approach that is most likely to achieve your income or legacy goals, depending on personal needs, situations and risk preferences. We will partner with your CPA and estate planning team to ensure we are using efficient tax strategies so that more of your wealth transfers to the people and causes that you care about. Finally, if charitable giving is important to you, we provide strategies to ensure you can make the greatest impact with your giving.

Finally, we would like to share a little more about who we are and what's important in our lives. Paula and her husband, Geoff, along with their dog, Dazey, are avid outdoorsmen. Their favorite place to spend time is in Yosemite. Linda and her husband, Mike, love to cook and to find new places to enjoy breakfast together. My husband, Jim, and I love spending time with our large blended family, when we can get them all together. We also enjoy giving back to our community through beach clean-ups and participation in local charities that support underserved children.

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Insurance & Annuities

My Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Gardening
  • Health & Nutrition
  • Traveling

Office Information

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

Additional Hours

  • Web Conferencing

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