I grew up in a working-class family of modest means. My parents taught me the value of hard work, integrity and careful saving. I am proud to pass along those values to my clients and empower them to achieve their goals and live their best financial lives.

As a dedicated financial partner, I guide my clients through the process of growing, protecting and distributing their wealth. I take special care to provide tailored solutions to my clients’ unique situations. Whether their goals include saving for a home, growing a college fund or living their ideal retirements, my clients all appreciate the thoughtful, thorough service I provide.

My Sr. Branch Office Administrator, Kelli Jaynes, is an integral part of my team. She is dedicated to providing exceptional client service with kindness and empathy. When beneficial, I also collaborate with clients’ CPAs, attorneys and other trusted professionals, always respecting confidentiality.

My first career was as a computer manager in the manufacturing and transportation industries. I joined Edward Jones to make a more meaningful impact on the people in my community. To better serve my clients, I earned the CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor® certifications, which require intensive study and compliance with elevated ethical standards.

Within the firm, I have held numerous leadership positions, including recruiting leader, performance leader and Ted Jones Coach. I am passionate about giving back to the community. I am currently the board chair of the Chino Valley YMCA, a board member of the West End YMCA and a board member of the Chino Youth Museum. I also serve on the Chino Community Services Commission.

My husband and I have one son and are long-time residents of Chino. In my free time, I enjoy cycling, hiking, woodworking and being outdoors.

To learn more about how my team and I can help you, call my office or email me at
[email protected].
(909) 393-0463

Focus areas

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

My Personal Interests

  • Active Lifestyle
  • Mountain Biking
  • Spending Time with Family
  • Auto Racing
  • Car Restoration

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 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed
Email Me

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