As your Edward Jones branch team, we believe it's important to invest our time to fully understand your needs and objectives before we invest your money. By taking a holistic approach to your financial situation, and by working closely with the other professionals in your life, we can help determine the most appropriate financial strategy for you and your family.

I first moved to Sequim with my family in 1982. My parents owned four small businesses together where I worked throughout my teenage years. Many locals still remember me now from those days. I left for an education and career in journalism and politics but returned to Sequim in my late twenties when my father unexpectedly passed away. I helped my mother run and then close those businesses as the big box stores moved into town. In 2000, my mother and I then joined Edward Jones and worked together. In 2007, I opened my own branch office on 5th Avenue.

I wake up every morning so very grateful for my work and life in this community. I consider my clients to be the salt of the earth. My focus area is tax-efficiency for high-net-worth individuals, institutions and families. I have been recognized as one of the top female financial advisors at Edward Jones. I've had the privilege of attending the Barron's conference for several years, which recognizes the nation's top female wealth managers. In 2022 and 2023, I was named by Forbes as one of the America's Top Women Wealth Advisors in Washington State and Best in State Wealth Advisors.*

I could not do this alone. My branch office administrator, Julie Jacobs, is committed to providing the highest level of service possible. We believe financial success begins with a full and complete understanding of your needs and objectives. We deliver that service from a local and convenient location. I am currently interviewing new clients with 1 million or more to invest.

* Forbes Top Women Wealth Advisors Best-In-State in WA in 2022-2023, awarded 1st quarter each year, research by SHOOK Research, LLC. Data as of September prior year. Compensation provided for using, not obtaining, the rating.

Forbes Best-In-State Wealth Advisors in WA in 2022-2023, awarded 1st quarter each year, research by SHOOK Research LLC. Data as of June of prior year. Compensation provided for using, not obtaining the rating.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving

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 - 04:30PM
Sat Closed
Sun Closed

Branch Team

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