As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you, your CPA and attorney, I can help determine the most appropriate financial strategy for you and your family. We cannot always predict what life will throw our way, but I will partner with you throughout your life to help ensure you stay on track to meet your goals.

I was the first person in my family to attend college and the only one to pursue a post-graduate degree. Later in my career, I decided to earn my CERTIFIED FINANCIAL PLANNER™ certification in order to more deeply serve my clients’ individual needs. I consider myself truly blessed to have had the opportunity to acquire both bachelor’s and master’s degrees in finance, in addition to earning my CFP® marks.

I believe it is important to use my education, work experience and life experience to benefit others and that is why I am passionate about helping people achieve financial freedom. While I do work with individuals and their families in many areas of employment, I avidly enjoy working in partnership with women within 10 years of retirement in the healthcare sector. It is very fulfilling to educate my clients on different savings strategies, and it is always rewarding when we can celebrate reaching financial goals together.

When not working, I love to cook and travel. Most of all, I love spending time with my husband and our two adult children. While family is a priority to me, I also have their amazing support when I choose to give back time within my firm, my community and through my church, Free Christian Church in Andover, MA. Some of those volunteer positions I have held over the years include:

• Women and inclusion leader, mentor and field trainer for new financial advisors
• Serving at Bread & Roses and Cor Unum soup kitchens in Lawrence, MA
• Walk to End Alzheimer's Team Captain and committee member
• Assisting seniors within my church and through the Senior Center with budgeting

Together, my Senior Branch Office Administrator, Brittany, and I are dedicated to providing you with the highest level of service possible. Please give us a call if you think our branch team would be a good fit to serve your needs.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Insurance & Annuities

My Personal Interests

  • Volunteering
  • Spending Time with Family
  • Cooking
  • Music
  • Tennis

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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