I have been part of the Edward Jones family since 2003 with the first four years as a client. Helping and caring for people while making them feel comfortable has been part of my core from an early age. I decided at the age of 12 that I wanted to help people by pursuing a career in dentistry. I became an expanded duties dental assistant and later, a dental office manager. After 18 years in dentistry, it was the client experience we had with Edward Jones that convinced me to take the advice of our financial advisor and pursue a career change. I joined Edward Jones to help those in the community where I was raised and where we were raising our family.

I genuinely love my career as a financial advisor because what I do makes a difference in the lives of friends, family and our community. I want every client to know that I care about their personal goals. I believe that if I understand what is most important to you, use our established process to build personalized strategies and partner with you to help you stay on track, then together we can help achieve your life goals.

I earned my Accredited Asset Management Specialist™ (AAMS™) designation in 2011, became a limited partner in the firm in 2015 and earned my Chartered Retirement Planning Counselor™ (CRPC™) in 2022. I have held numerous leadership and mentoring roles within the firm and peers have honored me with the Spirit of Caring award in 2013 and 2017. My greatest privilege is serving my clients.

My husband, Scott, and I have two grown children who both graduated from Greenfield-Central High School and IUPUI. We also have a very spoiled silver lab, Millie. Our daughter, Clara, is a financial advisor with Edward Jones. Our son, Ethan, has his master's in organizational leadership and is a technical recruiter for a local firm. We are active at Otterbein United Methodist Church and support several organizations in our community.

My Senior Branch Office Administrators, Vette Jennings and Julie Zell, are dedicated to providing you with the highest level of service. Both have over 30 years' experience in banking and financial services. Please don’t hesitate to call on either one with questions concerning your account in general or to schedule an appointment. We are here to serve you and your family.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Culinary Arts
  • Traveling
  • Scrapbooking
  • Podcasts

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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