After graduating as a government major and a law minor from Skidmore College, I spent nearly 20 years consulting and working with business owners and entrepreneurs in a wide range of industries and professions before joining Edward Jones in 2017. Having had the chance to help businesses grow and succeed in various ways, I welcomed the opportunity Edward Jones provided to forge personal partnerships with individual clients, backed by the valuable support of a national organization, to assist them in taking control of their financial futures.

Through my own diverse experience, I gained relevant knowledge and well-rounded perspective to better serve clients whose many questions and needs are unique to their situations. I believe everyone has a different starting point and distinct views of their ending point, and I take pride in advising and empowering each person to meet their financial goals.

I have a particular affinity for helping women navigate their finances to be better prepared through every stage of their personal and professional lives, offering a safe space to have sometimes tough conversations. It's exciting when I see a client make newfound sense of their dollars and cents and understand not only what they own and why they own it, but how it fits into their overall strategy.

Whether I'm assisting an individual, couple, family or business owner, I strive to make sure they're asking the right questions and I'm providing the right information. I'm able to service clients wherever they may live throughout the U.S. and I'm proud to offer reliable, responsive and sensitive guidance that inspires clarity, comfort and confidence that I'm working in their best interests.

At home, I relish family life with my husband, two kids and a dog in the area where we've lived for 20 years, plus volunteering and serving on local chambers of commerce. After running in the 2014 NYC Marathon, I've since slowed down a bit to enjoy skiing, travel, reading and yoga.

Focus areas

  • Wealth Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Traveling
  • Spending Time with Family
  • Reading
  • Skiing
  • Yoga

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

Email Me

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