My Passion: Intergenerational Wealth Strategies. I have over 25 years of experience in helping families plan for their children's education, plan for a work-optional life and plan their legacy so they can leave a footprint by passing their wealth to the people and places they care most about.

My Process: I will consult with you to understand what is most important to you. I will learn how much risk you're willing, or not willing to take, to achieve your financial goals. I will create a personalized strategy to help you reach your goals. If in our initial appointment we find we are a good fit for each other, we will partner throughout your lifetime to help keep you on track to reach your goals. If we are not the right fit, I will connect you with someone in our network.

My Team: Kathy Ahern has been with our team since 2018 and has spent over 30 years in the financial services industry. She will make you feel welcomed and appreciated right from the initial visit and will be here for all your service needs. Suzi Brownlee joined our team with a lifetime of experience in the customer service industry. She is here to help insure doing business with us is easy and convenient.

About Me: I've been with Edward Jones since 1999 as a financial advisor. In addition, I serve as a regional leader, guiding 50 branch teams. I became an Edward Jones principal in 2017. I'm grateful to have three incredible children married to wonderful spouses. They've blessed me with six beautiful grandchildren that make my world go around. They are my "why."

I sit on the United Way's Women United Steering Committee, where we are devoted to putting an end to childhood hunger. The thought of our littlest ones with an empty belly deeply saddens me.

My team is passionate about the work we do. Contact us to see if we can help you achieve your financial goals.

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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