I never planned on being a single mom.

When this reality became my obvious road, I cut the cast off of my broken foot and got a second job to support myself and my two young girls.

I always knew that I'd move on from the service industry when my kids got older, and one day, a great friend saw something in me that I hadn't yet seen in myself. I was presented with the opportunity to work toward becoming a financial advisor, and I went for it.

That was in May of 2004, and I have never regretted this amazing career.

In 2006, I married my best friend, Steve, and we moved our blended family of six to Scotts Valley. I have enjoyed being very active in the community, and often donate my time to Scotts Valley Schools. In my spare time, I perform with two local bands.

I joined Edward Jones as a financial advisor in 2010, opening the second branch office in Scotts Valley.

Angie Schieffer, our senior branch office administrator, completed the team when she joined in 2014. She brings 32 years of experience in medical office management. Angie also lives in Scotts Valley with her husband, Steve.

As your team, we believe it's important to invest our time to fully understand what you are working toward before we invest your money. Working closely with your CPA, attorney and other professionals, we can help you determine the most appropriate, tax-efficient financial strategy for you and your family for generations to come.

We are dedicated to providing you with the highest level of service possible.

Don't hesitate to call on us with any questions or concerns. Our business is growing, and we have room for you.

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Socially Conscious Investing
  • LGBT Finances
  • Insurance & Annuities

My Personal Interests

  • Music
  • Personal Fitness

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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