A native of West Virginia, I am a graduate Marshall University (BBA in finance) and the University of Kentucky College of Business (MBA). I first moved to the beautiful horse country of Lexington in 1985 with dreams of someday owning my own horse.

My first experience with Edward Jones, and what ultimately drew me to a career here, was meeting my Edward Jones financial advisor and opening my own retirement account. I believe that Edward Jones stands out from other firms because of how truly client centered we are and how deeply we care about our clients. Our one-on-one approach creates a comfortable environment where our clients feel that we fully understand what is most important to them and will act in their best interest.

As an Edward Jones financial advisor, I invest time in understanding what you are working toward, before you invest your money. I will also determine the level of risk that you are comfortable with so that we can balance it with the steps necessary to help you reach your long-term goals. I love making investing simple and easy for my clients.

My branch office administrator, Karen Marcum, is a native of Lexington and a graduate of the University of Kentucky. She has been with Edward Jones for four years. Karen is accessible and helpful to clients, ensuring they feel comfortable and confident with their accounts. Our team treats every person with respect as we learn their unique story.

On a personal note, my husband, Chris, and I reside in Lexington. We have five children and eight grandchildren. In my free time, I enjoy spending time with family, traveling, reading novels with my book club and hiking our beautiful state.

At Edward Jones, we use an established process to help you build personalized strategies to reach your goals. Let us show you how we can make a difference!

Focus areas

  • Business Retirement Plans
  • College Savings
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Horseback Riding
  • Reading
  • Hiking

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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