As an Edward Jones financial advisor, it is my privilege to work for a firm that shares my passion for making lives better. Edward Jones is a decidedly different type of investment firm and we believe building a relationship with each client is one of the most important aspects of successful investing. Working closely with your CPA, attorney and other professionals, I take the time to understand what's important to you so we can use our established processes to build a financial strategy tailored to you and your family.
My family’s relationship with Edward Jones dates back to 1992 when my grandmother became a client of the firm. She maintained that relationship throughout her life. The exceptional service she received from Edward Jones led me to become a client in 2009. The exceptional service I received from the firm and the relationship I established with my financial advisor soon led to my joining the firm.
Prior to joining Edward Jones, I served as an advisor, director and executive director in higher education. I was privileged to graduate from three great universities: a bachelor’s degree from Purdue University, a master’s degree from Millersville University, and a Doctor of Philosophy from Auburn University.
My partner, children and I are active members of our community. I have been privileged to serve as a leader and volunteer for several business and civic organizations. I am currently board chair of the North Florida Foundation for Affordable Housing. I have served as president of Alachua Habitat for Humanity, second vice president of the Gainesville Women’s Club, board member for the Early Learning Coalition, and member of the Equality Florida Greater Gainesville Gala steering committee. Among my favorite activities are sailing and participating in local charity golf tournaments.
- Retirement Income Strategies
- LGBT Finances
- Entrepreneurs & Business Owners
- College Savings
- Estate & Legacy Strategies
- Charitable Giving
My Personal Interests
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