My relationship with the Edward Jones family began when I was 21 years old putting myself through school at night and looking for a job to help me accomplish my goal of a career in the criminal justice field. 37 years later, I am still here, and I am more in love with this firm, my clients and their families than ever. I strive to make a difference in the lives of my clients every day. Whether you are planning for retirement, saving for college for your children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. My husband, Tom, and I have been married for 35 years and live on a farm that has been in his family for 200 years. We have two grown daughters, Shannon (27) and Sarah (23). They both, along with their husbands, live close and we could not be happier about that! When I am not in the office, we enjoy spending time on the Pamlico River in Bath, NC, volunteering in our church and nights by the fire with family and friends.

Two people that make coming into the office everyday joyful and that I am lucky enough to work with are my two branch office administrators, Kendall Bunn and Sarah Leland, who are dedicated to providing you with the highest level of service possible. Kendall and her husband, Adam, have been married for three years and have two fur babies, Jax and Opie. Sarah and her husband are newly married and have just purchased a historical home in the heart of Tarboro. They have a sweet lab named Cotton.

Our team is here to serve you, but we are not alone. Thousands of people and advanced technology support our office so that we can make sure that you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney and accountant to deliver a comprehensive strategy that takes advantage of everyone’s knowledge.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • Wealth Strategies
  • College Savings

My Personal Interests

  • Gardening
  • Reading
  • Spending Time with Family
  • Volunteering

Office Information

Mailing Address

Po Box 8018 Rocky Mount, NC 27804

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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