Growing up in a family business, certain values were instilled in me. As I watched my father build relationships in our community, it made me realize that I wanted to make an impact on people's lives.

As a client of Edward Jones for years, I experienced how Edward Jones stood out from other firms with a client-centric approach and how they deeply cared about their clients. I immediately realized this is the place for me to make an impact on the lives of the individuals in my community.

My one-on-one personalized approach creates a comfortable environment where my clients know that I fully understand what is important to them. We partner together as a team to establish a process and build a personalized strategy to help them achieve their goals of planning for college, saving for travel and their hobbies, protecting the future of the ones they care about and eventually retire with dignity. I welcome the opportunity to collaborate with your attorney, CPA or other trusted professionals to deliver a comprehensive strategy that leverages everyone's experience. This type of impact is what inspires me to serve my clients by finding out what truly matters to them.

This is accomplished with the assistance of my branch office administrators, Cindy McClintic and Lori Brooks. They team with me to provide our clients the personalized and prompt attention they deserve. Their warmth and combined skills help provide an exceptional client experience. Cindy McClintic joined our team in 2014 and lives in East Berlin with her husband, Eric, and their two sons, Mitchell and Wyatt, and their two dogs. Lori joined our team in 2022 and lives in Hanover with her husband, Garrett, and their two dogs and two cats.

I enjoy being involved and giving back to my community through Rotary, supporting local fundraisers and sitting on the board of the YWCA. On a personal note, I enjoy fishing, riding my motorcycle and enjoying time with my husband, Pete, and our two dogs.

If you're looking for a financial advisor, I invite you to experience the one-on-one personal relationship with a team that will support all of your needs and goals.

Focus areas

  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Charitable Giving
  • Domestic Partner Finances
  • Wealth Strategies

My Personal Interests

  • Fishing
  • Golfing
  • Motorcycles
  • Pets
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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