When I was a little girl, my mother taught me about stocks using the same teachings she learned from her father. I remember her excitedly explaining how some stocks are special because they have "babies". It wasn’t until I was older that I understood "babies" to be her father's affectionate term for stock dividends. My grandfather loved teaching my mom about investing. It created a special bond between them and later between my mother and me.

My passion for financial advising continued to grow during my tenure on the Lake Forest Park City Council. While on the council, I served on the Budget and Finance Committee where we focused on meeting the needs of our citizens through careful budgeting and planning. I often listened to families in our city voice concerns about building a secure financial future and I became interested in finding a more direct way to impact their lives.

After serving on the city council, I pursued a career as a financial advisor at Edward Jones. With the support of my branch office administrator, Veronica Benson, I help families organize, build, protect and transfer their wealth. I use an established process to build personalized strategies to help our clients achieve their most important life goals, and partner with them throughout their lives to help keep them on track.

I serve long-term investors seeking assistance reaching milestones including retirement, paying for education, planning for the unexpected or creating an inheritance or legacy. Our clients value a high-level of service and detail-orientated approach toward their financial goals.

Outside of our Ballard office, you can find me cycling on our urban trails, reading a novel or taking long walks with my partner, David, and our rescue dog, Molly. Recently, we have been most focused on teaching Molly that our new kitten is a friend and not food.

Focus areas

  • Employee Stock Options
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Intergenerational Planning
  • Insurance & Annuities

My Personal Interests

  • Traveling
  • Cycling
  • Scuba Diving
  • Reading
  • Swimming

Office Information

Office Address

5211 20th Ave NW Suite A Seattle, WA 98107

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

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