Since 2001, as a financial advisor with Edward Jones, I have been privileged to serve a select group of wonderful families whom I also consider to be my friends. My senior branch office administrator, Dawn Oberhelman, has worked with me, providing excellent client service since 2006. Dawn and I enjoy learning what is important to our clients and partnering with them to achieve their retirement goals and create lasting legacies for future generations.

My husband, Manny, and I live in Munds Park with our fur-babies. I am a "Bonus Mom" to Manny's adult twins, Sabrina and Sascha, who live in Germany. We enjoy dancing, camping, hiking, motorcycling, traveling, going to Lake Powell with our small houseboat and spending time at our historic second home in quirky Bisbee, Arizona.

Prior to becoming a financial advisor, I practiced law, specializing in personal injury and medical malpractice defense. I soon realized that I found no joy in that work. As a financial advisor, I find joy in showing a client she is on track to reach her retirement goals. I find joy when parents can pay for a child's college education because we planned for that together. I find joy in the stories my retired clients tell me about their trips of a lifetime, or the time they spend with their grandchildren. I find joy in knowing that I've helped to protect a family's financial future when the breadwinner dies unexpectedly.

These are some of the things that are important to my clients. What is important to you?

Focus areas

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

My Personal Interests

  • Traveling
  • Hiking
  • Camping
  • Backpacking
  • Dancing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 03:00PM
Tue 07:00AM - 03:00PM
Wed 07:00AM - 03:00PM
Thu 07:00AM - 03:00PM
Fri 07:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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