My career with Edward Jones began in 2009 with the drive to give back, pay it forward and make a difference in the community. My team and I focus to help navigate personal finances and legacy implementation, small-business retirement plans and non-profit strategies. The more my clients achieve financially, the more a comprehensive approach is needed. I collaborate with tax preparers, bookkeepers, attorneys, real estate agents and other local professionals to give my clients added agility to help them achieve their financial goals and needs.

I don't simply scratch the surface when it comes to helping my clients, I strive to form meaningful relationships, provide sound advice and excellent service. In addition, I'm proud to hold the Accredited Asset Management Specialist™ and Chartered Retirement Plan Specialist™ designations, which focus on deeper knowledge in topics important to my client's financial health.

The Greater Akron community is better because of our strong non-profit organizations. It is an honor to guide my non-profit clients with cash solutions, retirement plans to encourage employee retention and solutions to extend grant and fundraising dollars.

Outside of the office, I serve as a board member for Limitless Ambition, Chapter EX – Medina of P.E.O. International, Summit Artspace and Birthcare of Medina. I also volunteer with Copley Community Outreach's Empty Bowl Committee, Stewarts Caring Place and Athena Akron's Notable Leader Q & A committee. I am a member of several local professional networking and chamber of commerce groups that have blessed me with great friends and connections.

My husband and I live on a small organic farm in Medina County. We love our rescue fur babies and look forward to adding farm animals to our mix soon. My enneagram is 2: The Helper, which shines through in every aspect of my life. Looking ahead at 2023, I'm hoping for peace, calm and happiness. What are your hopes?

Focus areas

  • Charitable Giving
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Insurance & Annuities
  • Portfolio Reviews

My Personal Interests

  • Animal Rescue
  • Volunteering
  • Farming
  • Gardening
  • Bird Watching

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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