I firmly believe we must invest our time in understanding what you're working toward before you invest your money. Dedicated to serving the needs of the serious, long-term investor, I strive to get to know you, understand your goals and develop individualized strategies to help you reach them.

In 2014, I joined Edward Jones as a financial advisor, where I knew that mutual trust and personal relationships were held dear. I opened my Carlsbad office in 2015 and was joined by my business partner and branch office administrator, Kathy Slemp, in the fall. I serve our firm as a field trainer and on our regional leadership team, where I coach, mentor and support all branch teams in North County San Diego.

I graduated from the U.S. Naval Academy in 1992 with a degree in mechanical engineering. After six years on active duty, I transitioned to a consulting career with Accenture and remained in the U.S. Navy Reserves until I retired in 2017 as a Captain in the Civil Engineer Corps.

Hailing from the Pacific Northwest, my husband and I have made our home in Vista, CA. Active in my North San Diego County community, I'm a proud member of the Carlsbad Chamber of Commerce and Vista Rotary. I serve as a board member for Milestone House and as the Investment Committee Chair for the Assistance League of North Coast, where our efforts are focused on serving local children in need.

I like to golf (if you can call it that), ski and spend time with my family. We cherish weekends in the mountains and evenings on the front porch with friends. I look forward to meeting you!

Focus areas

  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

My Personal Interests

  • Skiing
  • Golfing
  • Wine Collecting/Enthusiast
  • Traveling
  • Volunteering

Office Information

Office Address

3129 Tiger Run Court Suite A-102 Carlsbad, CA 92010

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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