I look forward to getting to know you and working closely together. In today's changing world, you need a dedicated financial advisor on your side.

My passion lies in understanding your needs. I accomplish this by listening carefully, asking lots of questions and taking time to understand what is important to you. Then we work together to create a customized set of financial solutions so we can weather life's surprises and realize your dreams. I have seen how important the right information and guidance can be in reaching financial goals in my own life.

I am proud to be on the Edward Jones team. This year, Edward Jones celebrates 100 years of impact. We have partnered with our clients and communities, built deep relationships and we continue to help them achieve their goals. I saw this firsthand when I was a client and it inspired me to join the Edward Jones as a financial advisor.

My bachelor's degree in economics is from The University of Chicago. In addition, I am a registered financial advisor (Series 7 and 66) as well as licensed in Life and Health Insurance. I also earned the AAMS™ professional designation.

After several years of practicing as a financial advisor in Portage/Kalamazoo, MI, I have moved to Livingston, NJ, with my husband our four sons. We have three boys attending colleges in the Northeast and our youngest is attending Livingston High School and is playing soccer for the New York Red Bulls academy team.

Community means a lot to me. I am the president of the Livingston Rotary and have been a Livingston Rotary board member for the past four years. I am also a graduate of Leadership Kalamazoo, a former president of the Junior League of Kalamazoo, a former president of the Portage Area Newcomers, and I served as a parent representative for the Portage District Advisory Council. I am grateful for the opportunity to serve my community.

I am fortunate to have my branch office administrator, Peggy Burke, partnering with me to help serve our clients. Peggy has also been a client of Edward Jones for a number of years. She loves to travel, exercise, hike, play golf and she volunteers her time at her church.

When I am not working, you can find me walking or running outside, attending my son's soccer games, and traveling or spending time with family or friends.

Peggy and I would love to get to know you and help you achieve your goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies

My Personal Interests

  • Traveling
  • Health & Nutrition
  • Active Lifestyle
  • Spending Time with Family
  • Social Responsibility

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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