I have been a financial advisor with Edward Jones for over six years. I am a dynamic financial professional with a passion for providing financial education to my clients. It is my joy to create a relationship with my clients where they feel confident and empowered to achieve their goals.

In my practice, I strive to understand what is most important to my clients. I use an established process to build personalized strategies. I work as a partner to my clients throughout life's many phases to help ensure that they are on track.

My branch office administrator, Lisa, and I serve a diverse group of clients, from individual investors to families to business owners. We help our clients prepare not only for their own financial futures but also for the financial futures of their families and future generations. We are committed to providing exceptional client service in person and virtually throughout the United States.

I earned my Bachelor of Arts degree from Susquehanna University and I earned my Master of Arts degree from West Chester University. I also hold the CERTIFIED FINANCIAL PLANNER™ certification. This certification is awarded to individuals who meet the CFP® Board’s stringent requirements including the completion of a CFP® Board Registered educational program, passing the CFP® examination and background check, and agreeing to comply with the CFP® Board’s Code of Ethics and Standards of Conduct.

Outside of my role with Edward Jones, I am a member of the Rotary Club of Carroll Creek as well as the Women's Giving Circle of Frederick County.

I enjoy spending time with my family, service, reading, cooking and yoga.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Portfolio Reviews
  • Retirement Savings Strategies

My Personal Interests

  • Cooking
  • Outdoor Enthusiast
  • Music
  • Volunteering
  • Book Collecting

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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