As a financial advisor with Edward Jones for 20 years (and home office associate for eight years prior to that), I have had the amazing privilege of working with individual clients across the United States to help them achieve their long-term financial goals. We accomplish this as a team by understanding what is truly most important to our clients, engaging in our established process and then partnering over their lives to help ensure they stay on track.

Our team consists of myself and Senior Branch Office Administrator Tricia Huck. Tricia has been serving clients for 21 years and has been dedicated to consistently providing excellent service.

Tricia and I have received many awards for client service over the years that include The Ted Jones Achievement Award, The Zeke McIntyre Achievement Award and The Edward Armstrong Achievement Award. I am also a proud member of the Rotary Club, serving on the board and president. Rotary is dedicated to service to others on a global basis and in our local community.

To best serve my clients, I earned my Accredited Asset Management Specialist™ professional designation in 2011. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-modual professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

My husband of 26 years, Craig, and I have two adult children, a dog and two cats. We enjoy traveling and spending time with friends and family at our home in Jefferson county.

Relationships are key, and in our view, meeting on a regular basis via face-to-face meetings or telephone calls builds strong relationships. Our team can help you keep on track toward your financial and retirement goals.

We look forward to serving your specific financial needs. Contact us today.