As a financial advisor with Edward Jones for 19 years, 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 20 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 25 years, Craig, and I have two grown children, a dog and three cats. Autumn is a student at Lindenwood University studying musical theater, and Charlie is a student at Jefferson College studying communication. 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, Zoom 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.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Business Retirement Plans
  • Socially Conscious Investing

My Personal Interests

  • Animal Rescue
  • Bird Watching
  • Gardening
  • History and Museums
  • Home Décor

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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