As a native of Panama, I attended college in North Carolina before beginning a career in the medical field. I drastically changed professional paths in 2007 to pursue a career in the financial services industry with Edward Jones. Furthermore, in 2009, I received the AAMS® professional designation.

Although the medical and investment industries seemingly have little in common, both have helped fulfill my passion for helping others. As a financial advisor, I partner with individual investors/businesses to identify their dreams and work towards making them a reality.

Since starting my career with Edward Jones, I have been featured in Phoenix magazine's "Top 40 Under 40", The Wall Street Journal, Barron's, The New York Times, Fortune, etc. In 2018, I became one of the top 250 women financial advisors and as of March of 2020, my clients grew our branch and made history. Through their trust, referrals and advocacy, the branch, through collaborative leadership, became the top producing African American female led branch in the history of the firm. We did this!

I truly enjoy working with others to unlock their potential and making a positive impact in my community through volunteerism. I enjoy singing with my church worship team, hiking, running and spending time with my 11-year old daughter.

The team includes three excellent, client focused branch office administrators, MarQuetta McClellan, Makida Dupree and Tanasha Stayton. Together we are the "A-TEAM." We are passionate about providing you with the highest level of client focused service. As your Edward Jones branch team, we believe it's important to invest time with you to understand what's important to you. We use an established process to help you build your personalized strategies to achieve your long-term goals.

Relationships are key and we will partner together throughout your life to keep you on track. Your time is valuable, and we welcome the opportunity to provide you with our highly personalized services.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Running
  • Traveling
  • Volunteering
  • Music

Office Information

Office Address

4250 N Drinkwater Blvd Ste 170 Scottsdale, AZ 85251

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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