As an Edward Jones financial advisor, I value personal relationships based on a deep understanding of your unique financial needs so that I may develop the most appropriate financial strategy to help you achieve your goals.

I began my financial industry career in 1993 in Vancouver, WA, and joined Edward Jones in 2004 in Gresham, OR. I have enjoyed building my business in the community, across the state and around the country.

In October 2014, I was asked to lead region 112, providing guidance and support to roughly 50 branch teams located throughout the Portland area. In 2017, I was named a principal and from 2018 to 2022, I served as a senior regional leader. In addition to serving my clients, I mentored and coached new regional leaders in the United States and Canada.

I am a graduate of College of the Desert in Palm Desert/Joshua Tree, Calif., and Purdue University Global with a degree in business administration and hold the AAMS™ professional designation from the College for Financial Planning.

I am a past president, former board member and current member of the Soroptimist International of Gresham, a group dedicated to improving the lives of women and girls. I am also a past president of the Gresham Area of Commerce Ambassadors and served 10 years on the chamber’s board of directors.

Currently, I serve on the board of directors at the Mount Hood Medical Center Foundation as well as Lake Merwin Campers Hideaway. I was recently named to the Edward Jones Grassroots Legislative Task Force as the representative for Oregon. The task force mission is "To be the voice of the individual investor in our nation's capital."

My branch office administrator, Shannon Brown, is dedicated to providing you with a high level of service and we work in partnership as a team to understand what is important to you. Our branch uses an established process to build personal strategies to help you achieve your goals and we will partner throughout your life to help keep you on track.

My husband, Travis, and I enjoy traveling and boating on Lake Merwin near Mount St. Helens with our two grown children, Trevor and Marisa.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Military Professionals & Veterans
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Personal Fitness
  • Traveling
  • Wine Collecting/Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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