I have been serving clients with Edward Jones since February 2012, in both administrative and financial advisor capacities. Continuous learning is important to me. I earned the CRPC® and AAMS® professional designations.

This additional knowledge is valuable when identifying client needs. Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I listen closely to my clients to understand their needs and values and to identify their intentions. I then construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I maintain regular contact to inform them of any developments and address any needs or changes in their situations. In order to provide a comprehensive service, I regularly collaborate with your CPAs and attorneys, always keeping client information confidential.

I am proud to serve a wide variety of clients, whose goals range from growing wealth to saving for higher education expenses, to planning and living a successful retirement. I have a special focus on the needs of female investors who may be experiencing a life event due to a divorce, inheritance or death of a loved one. Suddenly faced with financial decisions, I guide them through their life transition during a sensitive time.

I am a dedicated and trusted financial partner. I love helping others and partnering with my clients to help keep them on track. My clients value my viewpoint and judgment. I enjoy the challenge of using my skills and the industry-leading support of Edward Jones to make a difference in my clients' lives.

Outside of my role with Edward Jones, I am living my best life with my husband, Steve. I enjoy gardening, yoga, spending time outdoors and entertaining family and friends with good food and conversation.

Focus areas

  • New Investors
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Divorce Finances
  • Portfolio Reviews

My Personal Interests

  • Gardening
  • Yoga
  • Cooking
  • Antiquing
  • Traveling

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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