I became a financial advisor so I could help people the way Edward Jones helped me after my mom died suddenly. With their knowledge and expertise, I was able to put a strategy in place to achieve financial stability. Fast forward several years to when I decided to launch my own career as a financial advisor, and my experience as an Edward Jones client made partnering with them the obvious choice.

My mission is to help clients organize their finances to be fully PREPARED throughout life. This includes:
P - professional investment and savings strategies;
R - risk assessment and insurance strategies;
E - estate consolidation and generational wealth transfer;
P - philanthropy and guidance for gifting and living generously;
A - analysis of potential tax implications and opportunities;
R - regular cash flow, protected income, and cash management;
E – exception for income windfalls and inheritance strategies;
D - decisions during financial life transitions.

My approach is straightforward: I get to know what is important to you. I use an established process to build personalized strategies to help you reach your goals. I will partner with you throughout your life to help keep you on track.

I especially love working with women and small business owners because they face unique challenges when it comes to achieving financial stability.

My husband, Chris, and I moved to Plainfield in 2018; we are thrilled to be the fifth generation living and working in this beautiful community.

Focus areas

  • LGBT Finances
  • Divorce Finances
  • Socially Conscious Investing
  • College Savings
  • Entrepreneurs & Business Owners
  • Special Needs Financial Considerations

My Personal Interests

  • Baking
  • Cooking
  • Reading
  • Board Games
  • Running

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 By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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