I am a seasoned financial advisor with more than 19 years of experience helping investors reach their goals. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they have confidence in their future.

I started with Edward Jones as a branch office administrator back in 2001. As I partnered with the financial advisor in the office, I saw firsthand how he was able to build personal strategies for our clients and help them achieve their financial goals. Inspired by those relationships, I decided to become a financial advisor in 2003. Since then I have been fortunate to continue the Edward Jones tradition of putting our clients first. I believe it’s important to invest my time to understand what you’re working toward before you invest your money. I want to understand what is important to you. I will use an established process to build a personalized strategy to help you achieve your goals and I hope that we will partner together throughout your life to help keep you on track.

Working together with me to deliver the highest level of service possible, is Kristi Drake. As our branch office administrator, Kristi will work with you to make sure all of your questions are answered regarding your statements, dividends, stock certificates or your accounts in general. Kristi has over 26 years of experience with Edward Jones. She is an integral part of our team and enjoys the relationships she has built with our clients over the years and always looks forward to building more.

On a personal note, my husband, Scott, and I have two children, Sam and Leighton. We enjoy watching our son play on the basketball team at the high school and we enjoy watching our daughter discover her passion for dance and music.

I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation - let's visit.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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