As a financial advisor, I value personal relationships based on a deep understanding of your unique financial needs. At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you.

It is important to me to invest my time to understand what you’re working toward before you invest your money. Our established process begins with discovering your vision and needs, implementing strategies to match your money to its purpose, and continuing our relationship to help ensure you stay on track.

I am dedicated to serving my community and making a difference in the multiple generations of the families we serve. I received my MBA and Master of Science in finance from Indiana University and hold bachelor's degrees in both finance and accounting from the University of Texas at Tyler.

I came to Edward Jones from a corporate finance and accounting background. My husband, Frank (who is also an Edward Jones financial advisor in Sulphur Springs, Texas), and I are East Texas natives and have three children – Cori, Ireland and CJ. We are young empty nesters who live with our dogs: a miniature poodle named Jack, a chorkie named Remington and a chihuahua named Diva. We love travel, music, BBQ, good wine and experiencing new adventures.

Katy Nelson is my Branch Office Administrator. She has a background in banking and a bachelor's from Stephen F. Austin University in Nacogdoches. She is eager to serve our clients and community with the excellent service they have come to expect from Edward Jones. Katy is dedicated to knowing our clients, solving problems and getting things done for people. I am proud that when clients call our office, they are getting a member of the team and not a call center or automated service.

Life happens and goals change, but our partnership with you remains consistent, caring and vigilant to allow us to adjust and maneuver with the purpose of your money in mind. Please let us demonstrate how we can serve you and your family.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • New Investors

My Personal Interests

  • Art & Theater
  • Traveling
  • History and Museums
  • Outdoor Enthusiast
  • Wine Collecting/Enthusiast

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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