Does planning for your financial future overwhelm you?

If yes, it turns out you are not the only one! My mission since 2017, when I joined Edward Jones, is to create a family-focused business. Keeping you and what matters most at the heart of everything we do is my priority. There is never a "one size fits all" approach when it comes to creating your financial strategy. I create a tailored strategy based on your risk tolerance, time horizon and financial goals. I will partner with your estate attorney and CPA to gain a deep understanding of your unique situation. Developing a strategy is just a fraction of the work we do together. Regularly reviewing and communicating is an essential component to achieving your financial goals!

In today’s world of technology, we often forget how important human connection is. At Edward Jones, we take pride in our human-centered approach when helping our clients. Whether we are meeting face-to-face or virtually, I strive to explain complicated concepts in ways that are easier to understand. As our managing partner, Penny Pennington would say "Ditching 'know-it-all' for 'learn-it-all'.

Outside of work, a lot of my time is taken up by my two amazing children, Shane and Maeve. I enjoy volunteering and fostering with local animal shelters, and whenever I get some free time, I love to explore the beautiful Hudson Valley and all that it has to offer.

Our Lake Katrine, NY, office serves diverse clients all across Dutchess and Ulster County. It all begins with a conversation. Don’t let your financial future overwhelm you — give me a call today!

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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