As a financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement saving strategy, so you have more options and flexibility when you retire.

I have been a financial advisor since 2009. Prior to working at Edward Jones, I was an assistant vice president at M&T Bank, acting as operations and customer service manager for more than 14 years.

I attended Franklin and Marshall College and earned a bachelor's degree in business administration and management. My senior branch office administrator, Denise, has been with me since 2010 and is dedicated to providing you with the highest level of service possible. In 2020, I added an additional part-time branch office administrator, Keri Sapp, to continue to serve you with the attention to details tailored to your needs that you have come to expect from our team. Please don't hesitate to call on them with any questions or concerns.

My husband, Tobe, and I have been married 22 years, and we have one son, AJ, who is 18.

We strive to provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Divorce Finances

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

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