Do you remember the last time you were preparing for vacation or a road trip?

There were probably quite a few details that went into your planning such as where and when to go, who and what to take, and more. You probably checked your list twice before setting off for your adventure, but were you prepared for any roadblocks or detours in your plan?

Saving for financial goals is a lot like preparing for a vacation or road trip. Planning carefully and being ready to navigate the transitions life brings along the way are key to helping you reach your financial destination in a safe and happy manner.

My passion is helping families, women and healthcare professionals feel comfortable, understood, informed and in control of their finances throughout all of the transitions in life.

On behalf of Edward Jones, my branch partner, Janet Sweet, and I stand ready to help you take on the financial goals most important to you. Some of the transitions we help with are for those who are/have: planning for retirement or recently retired, recently changed jobs, selling property or a business, saving for education, estate or legacy considerations, and/or accumulated wealth.

Outside of the office, I love to try new restaurants, explore new places, read, stay physically active and spend time with family and friends. I am a proud member of the Ashland Chamber of Commerce where I also serve on the board, Loudonville Mohican Chamber of Commerce, Rotary Club of Ashland and Ashland Young Professionals. Finally, I am an animal lover. My husband and I have our beloved dog, Bleu, who brings us joy every day.

In today's world full of choices, it is important you have a financial partner who makes you feel comfortable, understood, informed and in control of your financial goals. Life happens and things change, so if you have not found your financial partner or if you have been thinking of getting a second opinion on your current financial situation– Janet and I welcome the opportunity to talk more with you.

Focus areas

  • Portfolio Reviews
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • New Investors

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Pets
  • Volleyball
  • Traveling

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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