When it comes to investing, having someone on your team with the experience and knowledge that comes from years spent working in the financial services industry is a major asset. Couple that with the thousands of associates and advanced technology of Edward Jones, and you have all the tools to help you make the financial decisions right for you and your family.

Our office is based in Cary, but our clients come from all across North Carolina, as well as more than a dozen states. Whether you're saving for college tuition, planning to enter retirement, opening a business or something else entirely, it's my job to help you visualize the big picture and help you stay on track to reach your long-term financial goals.

In 2007, I joined Edward Jones as a financial advisor in Cary, NC and became a limited partner in 2015. I have served in numerous volunteer roles within Edward Jones, including field trainer, mentor, client solutions leader and performance leader.

I attended North Carolina State University and graduated summa cum laude with a bachelor's degree in business, with a concentration in finance and a minor in accounting. Additionally, I hold my Series 7 and 66 securities licenses and the AAMS® designation from the College for Financial Planning.

I grew up in Cary and currently reside in Apex with my husband, Noah, our 5-year-old son and 2-year-old daughter.

My branch office administrators are Tracy Pierce and Susan McMorris. We are committed to providing you with exceptional proactive service, and prioritizing what is most important to you.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Charitable Giving
  • Portfolio Reviews

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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