I have been with Edward Jones as a financial advisor for over 25 years. I serve my clients by helping them define and reach their financial goals in retirement planning, education funding, planning for the unexpected and investing for income. I believe it is important to be part of a team utilizing the expertise of your attorney and tax professional.

I earned my Certified Financial Planner™ (CFP®) professional designations in 1995.

The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

My husband, Randy, and I recently celebrated 46 years of marriage. We have three grown children and two granddaughters. I am an active member of the West Toledo Exchange Club.

I enjoy working with investors of all ages, whether you are just starting out or an experienced investor. I have an established process to ensure we create a strategy and help you stay on track to reach your goals with an appropriate level of risk.

What are your goals? Do you know what steps to take to reach them?

My Branch Office Administrator, Angela Hunker, and I look forward to working with you.

Call or email me. Let's create a partnership to work together.