I graduated from college with a degree in English education. I wanted to pass along my enjoyment of reading and writing to others as a teacher. However, as often happens, life has a way of taking unexpected turns. After moving from the Bay Area to El Dorado County, I transitioned into finance as a banker, holding multiple positions at Union Bank from 2000 to 2007. This is when I discovered the enjoyment of helping clients accomplish financial goals and dreams. In 2007, a new opportunity presented itself at Edward Jones as a branch office administrator. I worked for a financial advisor in that role for four years. When the financial advisor changed firms, I found myself wanting to move into the financial advisor role. I have now been a financial advisor with Edward Jones since 2011. I strive to continue learning in my role as a financial advisor, and in November of 2022, I completed the course education and earned my CERTIFIED FINANCIAL PLANNER™ certification.

What gives me the greatest sense of accomplishment is working with clients and their families for the long term. I have an established process I use to help clients prioritize, plan and stay on track to accomplish their financial goals. I also walk alongside my clients when unanticipated life events like job loss, death of a family member or divorce occurs.

I work with clients of all ages and enjoy helping clients who wish to have a greater understanding of the stock market and investing principles and be informed and in control of the investments they own. I also understand some of the unique planning challenges for couples or individuals who do not have children, as my husband and I do not have kids.

When not at work, I enjoy riding road bikes with my husband, Eric. I also volunteer with my husband for Ducks Unlimited and I currently volunteer as a junior higher leader at our church. I also enjoy reading a good mystery book.

I have held a board position on Foster Awareness Network along with being an active member in the local County Chamber. We may not have kids, but we have two Weimaraners that keep us active.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

  • Cycling
  • Cooking
  • Traveling

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 By Appointment Only
Sun Closed

Branch Team

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