For twelve years, I have been working with families and business owners to understand what is most important and helping them build personalized investment strategies. We work closely with you and your other trusted professionals to help you achieve your goals, such as business retirement planning, insurance strategies, personalized retirement planning, saving for college or creating income in retirement.

I grew up in St. Louis, MO, in a family of four girls. My mother was a small business owner, helping clients with their technology needs, and my father was a general partner at Edward Jones. Growing up an Edward Jones kid, I saw firsthand how a great financial advisor can positively impact their clients' lives. I graduated from an all-girl catholic school, Visitation Academy, in 2001 and from Purdue University with a bachelor's in mechanical engineering in 2006. After working two years as a field engineer for an oil and gas company, I went back to school and graduated with an MBA, with a concentration in finance, from Southern Methodist University in 2010.

My husband, Erik, and I live in Springtown with our four children: Emily, Elizabeth, Lillian and Jon Erik Jr. We both believe in giving back to the community. Currently, I am serving on the Springtown Education Foundation Board and the Springtown Chamber of Commerce Board.

As my business has grown, I have also been able to give back to Edward Jones through our volunteer positions. I have had the privilege of being a field trainer for new financial advisors, a mentor and a recruiter.

My branch office administrator is DaLania Rogers. Our branch team is dedicated to giving you the highest level of service possible and partnering with you to help you reach your goals.

Please call us when we can be of service to you.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Personal Fitness
  • Traveling
  • Golfing

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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