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.

I have been invited to the Edward Jones Women’s Conferences five times and 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 in 2018 was asked to serve as a senior regional leader. In addition to serving my clients, I mentor and coach new regional leaders in the western and central United States.

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 currently serve on the chamber’s board of directors.

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 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
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu Closed for Holiday
Fri Closed for Holiday
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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