I am a graduate of 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.

I believe Edward Jones stands out from other firms because of how deeply we care about our clients. Our one-on-one approach creates a comfortable environment where our clients know 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 your goals. I also help you 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, a graduate of Tates Creek High School and the University of Kentucky. She has been with Edward Jones for seven years. Karen is very welcoming and helpful, ensuring clients feel comfortable in our office. Our team treats every person with respect as we learn their unique story.

On a personal note, my husband, Chris, and I reside in Dogwood Trace off of Harrodsburg Road. We have five children and nine grandchildren. In my free time, I enjoy spending time with family, traveling, reading novels with my book club and hiking our beautiful state. My favorite place to travel to is Alaska and I cannot wait to go again.

Please feel free to stop in and meet Karen and me any time. We will then show you how we can make a difference for you!

Focus areas

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

My Personal Interests

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

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More