I have been with Edward Jones since 2004. I began as a Branch Office Administrator and became a financial advisor in 2008. To better serve my clients, I earned the AAMS® professional designation.

Using a holistic approach, I help my clients build personalized financial strategies designed to achieve their unique goals. I begin by gaining an understanding of my clients’ current situations. After a comprehensive evaluation, I create strategies to address their needs. Once the strategies are in place, I maintain open communication with my clients to help keep them on track. When beneficial to my clients, I collaborate with CPAs, attorneys and other trusted professionals, always keeping client information confidential.

I help pre-retirees and retirees prepare for and live their ideal retirements. Many of my clients are multigenerational families with complex financial needs. I am especially passionate about helping widows and widowers sound financial decisions in difficult times. No matter their situations, I strive to provide my clients with the care and dedication they deserve.

Within Edward Jones, I have served in multiple financial advisor training roles and as a client solutions leader. I am active in my community as a member and past president of my area Rotary, a member of Kiwanis, a member and past president of LCRWC and the Regent of the Ocklawaha Chapter of the DAR. In my free time, I love spending time with my family, including my three children and five grandchildren. I also enjoy reading and genealogy.

Contact my office today to learn more about how my team and I can help you with your financial needs.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Cooking
  • Crafts
  • Genealogy

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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