I joined Edward Jones in 1999 as a branch office administrator in the Lewes office. After serving as a senior branch office administrator, I made the transition to financial advisor in 2006. I became a limited partner in 2003.

My senior branch office administrator, Linda Mecham, and I have been a team since 2009. Linda began her career at Edward Jones in Arizona in 1997 before moving to Delaware with her husband, Ken, in 2005. Linda is also a limited partner.

Our practice focuses on the relationships we build with our clients. We strive to understand our clients' needs and goals. Using an established process, we work to help our clients build personal strategies toward achieving those goals. Together with our clients, we face life's challenges and celebrate life's joys.

I graduated from The Pennsylvania State University with a Bachelor of Science degree in finance with an emphasis in financial management. In 2011, I earned my AAMS® designation from the College for Financial Planning. I am a lifetime member of the Penn State Alumni Association and have served as a mentor to students in the Smeal College of Business.

I am active in my community and volunteer with several organizations that are close to my heart. I am a lifetime member of Girl Scouts of the USA. I currently serve as a National Volunteer Partner for GSUSA and Girl Scouts of the Chesapeake Bay Council (GSCB), having previously served as a service unit manager, troop leader and older girl travel group leader. I received the Thanks Badge, the highest award a volunteer can receive, from GSCB in 2017.

I am also a member of the David Hall Chapter of the Daughters of the American Revolution (DAR), tracing my patriot to my fifth great-grandfather from Maryland.

My family resides near Lewes and includes my husband of 32 years, Michael, a retired State Police Officer, our daughter, Katie, an MPH graduate student at Rollins School of Public Health at Emory University in Atlanta, and our dogs, Koda and Gus.

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Genealogy
  • Traveling
  • Wine Collecting/Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
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 Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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