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

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More