As an Edward Jones financial advisor, I believe it’s important to understand what you’re working toward before you invest your money. I can help determine the most appropriate financial strategy for you and your family such as your retirement savings strategy, saving for a new home, education or a once in a lifetime vacation.

I began my Edward Jones career in 2015 as a branch office administrator in Taos, NM. Today, I am honored to serve as the financial advisor in the same branch. Prior to Edward Jones, I worked in the travel industry for 33 years. I specialized in leadership, focusing on quality customer service. This experience has developed my professional skills which allows me to focus on you as an individual and provide you support to improve your financial health.

I grew up in New Mexico and attended the University of New Mexico, majoring in business economics. I have lived in Taos since 2010 after serving in the international travel industry in Denver.

I believe community support is essential; I am a Rotarian, member of Taos County Chamber of Commerce and Native Plant Society of New Mexico. Volunteering with Amigos Bravos, Taos Land Trust and supporting efforts to end Parkinson's and Alzheimer's is important to me.

My husband, Andy, and I have been married for 40 years, and we have two adult sons a wonderful daughter-in-law and two grandsons. As a family, we enjoy spending time together usually in the outdoors; skiing, hiking, biking and camping are family passions.

My branch office administrator, Marcia Shultis, has been with Edward Jones for 11 years and is dedicated to providing you with the highest level of service possible. Marcia has lived in Taos since 1990.

Relationships are key, and we are looking forward to providing you highly personalized service to help meet your unique goals and needs.

Focus areas

  • Socially Conscious Investing
  • Wealth Strategies
  • New Investors
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Portfolio Reviews

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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