I joined Edward Jones over 10 years ago because the values at Edward Jones are closely aligned with my own. I get to put my clients first and since my clients are my community, I care deeply about their success. That is also why I have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

I use an established process to determine what is most important to to my clients, tailoring a holistic strategy specific to their goals and partnering with them throughout their lifetime to help keep them on track. Our process is more than just investment guidance. We collaborate with your CPA, attorney and other professionals to address the entire scope of your financial concerns including:

Retirement Income Planning
Asset Preservation
Tax- advantaged Investment Strategies
Legacy Considerations
Charitable giving

I was born and raised in the area and am blessed to be able to live and work here in Gig Harbor with my family: my husband, who is a firefighter, and my daughter (16) and son (15). When we are not at football, baseball, basketball, soccer or lacrosse, we are usually enjoying the downtime with friends and family, often out on a boat or hiking in the woods.

I enjoy being involved in our community. I am currently serving on various organizations, including Chamber of Commerce and Peninsula Youth Football. I have previously been involved in Soroptimist and The Prison Pet Partnership Program.

I have the privilege of working with Kathryn Cipolla, my branch office administrator. We are both committed to providing an exceptional level of service and help to make your life easier. We look forward to the opportunity to get to know you.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Intergenerational Planning

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 06:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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