I have been with Edward Jones since 2006 and have been a financial advisor since 2008. In order to better serve my clients, I earned the AAMS™ professional designation from the College for Financial Planning.

Using an established process, I build personalized financial strategies to help my clients fulfill their dreams, plans and goals. I take the time to ask essential questions and listen intently. I then construct measurable objectives tailored to my clients' circumstances. Once the strategies are implemented, I maintain regular contact with my clients to inform them of any developments and help keep them on track. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs, attorneys and other trusted professionals, always keeping client information confidential.

I am proud to serve a wide variety of clients in multiple states, whose goals range from saving for higher education expenses to living a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also small business owners with whom I create strategies for business succession, asset growth and tax reduction.

I sincerely enjoy getting to know people and helping them thrive. One of my greatest joys is when people share with me the good news of a new child in the family or their decision to retire, knowing that they can do so comfortably. While I like the challenges of my job, what I enjoy most is building relationships with my clients, treating people like family and helping people through the ups and downs of life.

Outside of my role with Edward Jones, I serve my community as a member of the Anderson County Woman's Club, as a member of Salt Sisters and volunteer at my church. I have also been part of my church Home Group for over 15 years. I also enjoy traveling, being on the lake, and spending time with my family and friends.

Focus areas

  • College Savings
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • New Investors

My Personal Interests

  • Reading
  • Personal Fitness
  • Traveling
  • Health & Nutrition
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon Closed for Holiday
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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