I have lived on Bainbridge Island for almost 30 years and started with Edward Jones in 2011. As a lifelong investor, I am passionate about helping clients feel understood, in control and ultimately secure with their financial life.

My focus is on working with multi-generational families and clients with more complex needs. They often come to me in times of transition, such as retirement, the sale of a business or receiving an inheritance, or those who are "suddenly single" due to death or divorce. I enjoy serving clients and their loved ones locally and virtually across more than 20 states.

As part of my process, I invest my time getting to know my clients and their specific needs before providing recommendations. This means that every client has a personalized financial strategy that we develop together, based on their unique goals and priorities.

Our practice has evolved to include financial advisor John Baggett as well as our experienced and helpful branch office administrators: LuAnn and Karla. Together, we take pride in providing exceptional client service.

My husband, Mike, and I feel fortunate to live and work on Bainbridge Island where we raised our three children. We love to travel and explore as a family, and as a lifelong equestrian, I enjoy spending time riding my horse.

Outside the office, I am active in the community and am a proud member of the Rotary Club of Bainbridge Island as well as past president of Bainbridge Public Library.

We welcome the opportunity to learn more about you and your financial priorities. It starts with a conversation; let's connect.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Insurance & Annuities

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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