I have worked in the banking and investment industry for almost 30 years and have served clients at Edward Jones since April 2001. I am an Accredited Asset Manager Specialist™ professional. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

I am passionate about helping people live their best lives. Saving money and investing is a way to create security, but spending is important too. I want all of my clients to visualize their goals and dreams. Once that vision is clear, the investing and saving act as the engine to help our clients get to their financial destination.

Coldwater is my hometown – I grew up here and raised my three kids here as well. I love this community and all that it has to offer. I enjoy creating things: painting, ceramics, sewing, decorating, landscaping, cooking and giving back.

I co-founded Women Who Care of Branch County, which has to date provided over $300,000 to area charities and organizations. I am always looking for opportunities to make a difference in this world.

My office serves clients that are like family to me. I only serve as many clients as I can provide exceptional service to. I feel a personal responsibility to each and every one – to understand what is important to them and help them achieve their goals. This is very personal to me, and I derive great satisfaction from my work.

I am blessed to work for this amazing firm that truly puts clients first and wouldn't have it any other way.

Focus areas

  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Community Outreach
  • Painting
  • Social Responsibility
  • Swimming
  • Crafts

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

Branch Team

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