I have been a financial advisor with Edward Jones for over 16 years. I have earned both the CFP® and AAMS™ professional certifications. I am honored to have been named among the top financial advisors with:

- Forbes Best-in-State Wealth Advisors ranking 2022*
- The 2022 Forbes Top Women Wealth Advisors Best-in-State**

I have a passion for helping others. I not only help clients achieve their goals but have also held numerous leadership and coaching roles within Edward Jones and my local community. These opportunities have helped me implement a philosophy that I use to understand and meet the unique needs of my clients.

I am proud to serve a diverse group of clients. Many of my clients are business owners, and all have been highly successful at what they do. I help my clients develop a strategy for sustained, long-term financial success, whether their goals involve creating, spending, giving, protecting or transferring wealth. I particularly enjoy working with charitably-minded clients and families that seek to create multi-generational wealth.

In order to provide a comprehensive financial service, I collaborate with my clients' accountants, attorneys and other trusted professionals in order to create the most appropriate solution. I am purposeful and process-driven in order to uncover risks and opportunities for my clients. My team and I focus on delivering an ideal experience by consistently assessing the client's situation and informing the client of important developments. I understand that my clients are often busy and strive to simplify this critical part of life.

Outside of Edward Jones, I am an active member of the Edmond Rotary, the Edmond Chamber, the Downtown Edmond Business Association and the Oklahoma Planned Giving Council. I am also on the board of trustees for the UCO Foundation.

*2022 Forbes Best-in-State Wealth Advisors for Oklahoma, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.
**2022 Forbes Top Women Best-in-State Wealth Advisors in Oklahoma, awarded February 2022, research by SHOOK Research, LLC. data as of September 2021. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Art & Theater
  • Gardening
  • Skiing
  • Spending Time with Family
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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