When I was 11 years old, I began delivering the local newspaper to a small route of homes in my Ohio neighborhood. I remember my dad taking me to the local bank to open my first checking account and it was my first taste of the world of finance. It was only a checking account, but I was fascinated by how the interest would compound and build up over time. This fascination sparked my interest in becoming a financial advisor and I joined Edward Jones in 2004. Helping my clients chart and reach their financial goals is now a lifelong passion.

My job as a financial advisor with Edward Jones is to help you manage your entire financial picture. I help individual investors and business owners to organize, build, protect and transfer wealth. Since joining Edward Jones, I have earned my CFP® and AAMS® designations, which are granted by the College for Financial Planning.

I developed my teamwork skills at Miami University, as a member of their cross country and track teams. In my senior year, I was captain of my cross country team, a challenging and enriching experience that has helped me lead my branch team at Edward Jones. My branch office administrator, Margo Parsons, and I have been working together since 2010 and we both became limited partners of the firm in 2014.

My husband, Bentley, and I currently reside in Hermosa Beach and are raising our two children, Shae and Beau. Being a parent has given me a new perspective on how l approach important life issues like saving for college, planning for financial stability and protecting our loved ones. I enjoy attending as many of my children's school and sporting events as possible and spending time with my family in this wonderful beach community where we live. I am also an active member of American Martyrs Church.

My team and I are committed to partnering with you to identify your financial goals and helping you stay on track to achieve them, all while providing you with the best possible client service experience.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Running
  • Traveling
  • Outdoor Enthusiast
  • Surfing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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