As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.

In 2004, I joined Edward Jones as a financial advisor, opening the firm's first branch office in Sun Lakes in 2010.

I earned a master's degree from Arizona State University in organizational and interpersonal communication.

I am an active member of the community, having served as chairperson on the board of directors for Neighbors Who Care and facilitator of the Chandler Chamber of Commerce Sun Lakes Business Group. I also have been chair of capital funds for the Chalice Christian Church, planned giving advisor for the Kurt Warner Things First Foundation and service chair for the Chandler North Rotary Club.

My husband, Bill, is retired from teaching in the Gilbert School District. My son, Brad, is a U.S. Army Captain, ret. and my daughter, Elizabeth, works as a lead dolphin trainer at the Georgia Aquarium in Atlanta.

My Senior Branch Office Administrator, Judy Tungland, and Branch Office Administrator Jennifer Boschen are dedicated to providing you with the highest level of service possible.

At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.