As a financial advisor with Edward Jones, I understand the complexities of personal finances. I work tirelessly with my clients to help them create the financial lives they have imagined.

Using an established process, I work with my clients to build personalized financial strategies that are designed to help achieve their unique goals. I take the time to truly listen to my clients and construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I maintain regular contact to address any needs or changes in their situations. To provide a comprehensive service, I regularly collaborate with a team of CPAs, attorneys and insurance specialists, always respecting confidentiality.

I am proud to serve a variety of clients. I regularly work with multi-generational families to develop strategies of wealth transfer. Many of my clients are business owners, executives and professionals who are serious about creating wealth and planning for retirement. My clients all share an appreciation for a thorough management of their financial needs.

I have been a financial advisor with Edward Jones since 2012. Prior to joining the firm, I owned and operated a small business for more than 15 years. My branch office administrator, Bridget Moran, has over 10 years administrative experience. Together, we are committed to creating an environment of exceptional client service.

Within the community, I am also involved with the Desert Botanical Gardens, The Valley of the Sun United Way and A New Leaf. In my free time, I enjoy cooking, reading, learning Italian, live jazz, going to the movies and spending time with my husband, Rich, our son, Cameron, and our two dogs: Annabelle and Bugsy.

I welcome first-time clients and those seeking a second opinion. Contact my office today and learn how my team and I can help.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Charitable Giving

My Personal Interests

  • Cooking
  • Movies & Entertainment
  • Traveling
  • Volunteering
  • Reading

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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