I am truly passionate about helping you reach your financial goals. I work closely with you to understand what’s important to you and create a customized financial and investment strategy to help you reach your goals. You and I work together throughout your life to help keep you on track, and we partner with your CPA and attorney to create a comprehensive strategy.

I have been part of the Edward Jones family for my entire life. My father started as an Edward Jones financial advisor in 1982, and by third grade, if you asked me what I wanted to be when I grew up, I would answer, “Stock broker”. In 2016, I joined my father as a financial advisor in Olathe, KS. We worked side-by-side for four years, and I enjoyed getting to learn from his 35-plus years of experience.

In 2018, 2019, and 2020, I received an invitation to the Barron’s Top Women Advisors Summit.

I started at Edward Jones in 2013 in St. Louis, MO as an associate equity research analyst in the Research Department. During this time, I analyzed individual stocks and helped create our “Buy, Sell, Hold” stock opinions. In addition, I am a Chartered Financial Analyst*. While getting my MBA from the University of Missouri, I worked at the Federal Reserve Bank of Kansas City for a summer.

With my unique experience of mentoring from my father and my work experience with Edward Jones, I look forward to working with you to help you reach your financial goals.

Our team includes senior branch office administrators, Karen Newcomb and Megan Schneider. Combined they have over 15 years of experience at Edward Jones.

* CFA® Designation - The CFA Institute awards the CFA designation to those who have passed the CFA Program, a graduate-level self-study curriculum and examination program for investment professionals that covers a broad range of investment topics. The CFA Program requires up to 300 hours of study for each of three exams and can take from two to five years to complete.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • College Savings
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Crafts
  • Reading
  • Pets
  • Board Games

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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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