After a twenty-year career in banking, I joined Edward Jones as a financial advisor in 2008. I was drawn to the opportunity to help people navigate through the uncertainties of life. I consider my role a true privilege and relish the opportunity to care not only for my clients’ wealth, but also to help them achieve their hopes and dreams.

With the support of industry-leading resources, I begin by gaining a thorough understanding of my clients’ current financial situations and where they want to be in the next five, ten and twenty years. I then create customized financial strategies tailored to their specific circumstances. Once the strategies are in place, I maintain open communication with my clients to ensure that their strategies continue to meet their goals and needs.

As a comprehensive service, I often collaborate with CPAs, attorneys and other financial professionals, always respecting confidentiality. Dianne Bessette, my Sr. Branch Office Administrator, is dedicated to providing exceptional client service.

Throughout my time with Edward Jones, I have held numerous leadership positions. I currently serve as the Women Inclusion Leader, supporting and developing women financial advisors in Maine. I am also highly involved in my community, serving as president of the South Berwick-Eliot Rotary Club and a board member of the Great Works Land Trust and SoBo Central. In my free time, I enjoy traveling, reading, cooking and spending time with my family.

After losing my daughter, Megan, to leukemia, my husband, Gary, my son, Jon, and I established a fund to support families who are caring for terminally ill children. We have had the privilege of helping many families in honor of Megan.

I invite you to learn more about the benefits of partnering with my team. Contact my office today. I am happy to connect via Zoom, by phone or in person at a time that is convenient for you.

Office Information

Mailing Address

P O Box 471 South Berwick, ME 03908

Office Hours

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

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