As an Edward Jones financial advisor, it’s important for me to invest my time understanding what's important to you before you invest your money. It's also critical to learn how much risk you're comfortable with, so we can balance it with the steps required to help achieve your goals.

After truly listening, my team and I use an established process to build personalized financial strategies to meet your unique needs, such as saving for retirement, protecting your family, leaving a legacy or making a major purchase. Once implemented, we engage throughout your life to help you stay on track towards your goals despite life's twists and turns.

I spent the first 25 years of my career at companies such as American Express, McCormick & Co. and Coca-Cola, listening to consumers to learn about their needs, then developing strategies to meet them. I use that experience as we partner to develop an investment strategy for you that controls what we can, prepares for what we can't and builds trust that you have a reliable guide along the way. And we won't be alone. Thousands of people and advanced technology support me to ensure you receive the latest, most relevant guidance. I also welcome working with your attorney and CPA to deliver a holistic strategy that leverages everyone's expertise and maintains your confidentiality.

My husband, Perry, and I moved to Annapolis in 2011 to be closer to Navy football. I am involved in several community groups, including St. Margaret's Pony Club. I'm also "dog-mom" to Dutch, a "foodie" and love travel.

I serve a variety of clients with wide-ranging needs. I am passionate about helping busy people reduce stress and manage loose ends after career changes, improving society by helping to close the wealth gap, and helping fellow equestrians balance their horse's expenses with their own. I say, "What's important to you is what's important to me," and would be honored to guide you towards the prosperity you deserve.

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • New Investors

My Personal Interests

  • Horseback Riding
  • Pets
  • Fine Dining
  • Traveling
  • Yoga

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