I have been an Edward Jones financial advisor since 2001, but my career started over 25 years ago at the company headquarters. The more I learned about the organization and its client-centric approach, the more I knew I had found a business with values and philosophies in line with my own. Every decision that is made at Edward Jones is done so from the perspective of what is in the best interest of the client. I left home office in 2001 to become a financial advisor and since then have been fortunate to serve countless families in Metro East, St. Louis, as well as all over the US. In 2018, after countless hours of study, I became a CERTIFIED FINANCIAL PLANNER™ professional. Some of the principal knowledge areas of the CFP® certification include professional conduct and regulation, general principles of financial strategies, risk management and insurance planning, investment strategies, retirement savings and income planning and estate considerations.

I am proud to serve a diverse group of clients that includes highly successful business owners and executives. I help my clients develop a strategy for sustained financial success and work toward goals that include creating, spending, giving, protecting and transferring wealth. In order to address complex objectives, I collaborate with their accountants, attorneys and other trusted professionals to provide comprehensive financial services and optimal solutions. I am purposeful and process-driven in order to uncover risks and opportunities.

I particularly enjoy working with women investors. Having gone through a divorce myself, I am passionate about helping women overcome the financial hurdles of divorce and loss of a spouse. In addition, I have many families where I work with multiple generations, providing financial security for today and for generations to follow.

Within Edward Jones, I serve as a leader, mentor and coach to fellow financial advisors. Outside of Edward Jones, I founded Women Helping Other Women, serve on the board of the Karla Smith Behavioral Health Organization and am a member of the Collinsville Chamber of Commerce. In my free time, I enjoy spending time with my family, traveling and playing USTA tennis.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances

My Personal Interests

  • Art & Theater
  • Community Outreach
  • Spending Time with Family
  • Traveling
  • Tennis

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

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