At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace. I have developed strong personal relationships with my clients to truly understand what’s most important to them and to partner together to help them reach their goals. Whether you’re interested in preparing for retirement, sending kids or grandchildren to college, preparing for the unexpected or estate and legacy considerations, we will work one on one to customize a tailored strategy to get you there.

Edward Jones offers clients the advanced technology, research and resources to ensure they receive the most comprehensive guidance. Our team of dedicated and trusted professionals, from estate attorneys to CPAs, work to deliver wealth strategies that leverages everyone's expertise. We work with your specified professionals as well.

Kathleen Jones, my Branch Office Administrator, joined Edward Jones in 2021 and has quickly become an invaluable branch partner. Kathleen has four children and six grandchildren. When she isn't working, she enjoys playing beach volleyball and spending time with her children and grandchildren.

In 2009, I began my Edward Jones career as a financial advisor in Simpsonville, SC. In 2012, I was fortunate to be able to relocate to Gulf Breeze. Growing up, I visited Pensacola Beach every summer. Having the opportunity to be a member of the Gulf Breeze community is truly a dream come true.

My husband of 34 years, Robert, and I met while in college at the University of Alabama. We have three children; however, our true joy is in our six grandsons. This summer, we are looking forward to welcoming a granddaughter. Our favorite time is spent enjoying our children and grandchildren.

At Edward Jones, we’re focused on you. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.