As a child, I grew up with a passion for education and a love of math. In fact, my heart was set on being a high school math teacher for many years! After obtaining my master's degree and working in the higher education industry for four years, my enthusiasm for helping others and my affinity for finance led me to a career at Edward Jones in 2014. I earned the CFP® certification in 2021, and this knowledge helps me to partner with my clients' tax and legal professionals to ensure that complex needs are addressed.

My branch office administrator, Charlotte Jacobs, originally began her Edward Jones journey as a client in 2011. Before she and her husband, Tim, relocated to Phoenix from Seattle, she served as a banking relationship manager for 20 years. She has worked for over two decades in the financial industry and has devoted herself to delivering a great client experience.

As your Edward Jones team, we are committed to assisting you! Our vision is to understand what is most important to our clients, provide excellent service and deepen relationships through strategic long-term planning, which results in our referable practice.

Whether you're preparing for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress along the way to make sure you stay on track or determine if any adjustments need to be made.

Relationships are key; therefore, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive approach that leverages everyone's expertise. Working together, we can build and protect a future for you and your family. We'd love to hear from you!

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Portfolio Reviews
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Music
  • Dancing
  • Art & Theater

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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing
Email Me

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