I have been a financial advisor with Edward Jones for over 18 years. I have earned both the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification and the Accredited Asset Management Specialist™, or AAMS™, designation. I am honored to have been named among the top financial advisors with:

- Forbes Best-in-State Wealth Advisors ranking 2022-2023*
- Forbes Top Women Wealth Advisors Best-in-State 2022-2023**

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.

Outside of Edward Jones, I am married to Britton and have two girls. 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.

*Source: 2022-23 Forbes Best-in-State Wealth Advisors for Oklahoma, awarded first quarter of each year, research by SHOOK Research, LLC. Data as of June of prior year. Compensation provided for using, not obtaining, the rating.
**Source: Forbes America's Top Women Wealth Advisors Best-in-State in 2022-2023, awarded first quarter each year, research by Shook Research, LLC, data as of September of prior year. 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
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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