As an Edward Jones financial advisor, I believe it’s important to spend time understanding what is most important to you. Once we have assessed your goals and timeline, we'll use an established process to create a strategy to achieve them. Then, we'll partner together throughout your life to help keep you on track to meet your goals.

Growing up on a farm in Crawford County in Ohio, I learned the value of hard work. In my early years, we were all up early and before going to school, we needed to make sure the animals were fed and our chores were completed. Those early responsibilities taught me the importance of working as a team and the value of helping others.

I established my practice with Edward Jones in 1991, and became a limited partner in 1997. I've qualified from 2015-2019 to attend the Edward Jones annual Top 250 Women Financial Advisors Conference and I hold the AAMS™ professional designation from the College for Financial Planning.

My husband, Brad, is also an Edward Jones financial advisor. We have two children, Gavin and Erica. Gavin joined the practice as a financial advisor in 2015. Erica joined Edward Jones in 2020 as a financial advisor, after graduating from the University of Mount Union, majoring in economics and finance.

We are proud to serve clients in multiple states. I especially enjoy working with pre-retirees, charitably minded clients and families to develop tax saving strategies for multi-generational family wealth transfer. Collaboration with your CPAs, attorneys and other trusted professionals on behalf of our clients is essential.

I enjoy reading, traveling and spending time with family at our farm in Coshocton, OH. I am an active member of the community, currently serving as a board member on the Genesis Hospital Finance Advisory Committee. I have been active in business and civic affairs serving our community for many years.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Reading
  • Genealogy
  • Yoga

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 - 04:00PM
Sat Closed
Sun Closed

Branch Team

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