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.

My focus areas include, but are not limited to:

- Couples or individuals within 10-15 years of retirement

- Female investors: many women will be solely responsible for their finances at some point in their lives due to death, divorce or simply being single. Over the years, I have found my true passion to be helping women achieve financial independence

- Business owners looking to develop financial strategies

Prior to becoming a financial advisor with Edward Jones, I worked for several mutual fund companies in Boston. I chose to become a financial advisor to utilize my career background and my two degrees in finance to make a difference in peoples’ lives. It is very fulfilling to educate my clients on different savings strategies, and it is always rewarding when we can celebrate as they reach their financial goals.

Over the years, I have held many volunteer positions within my firm and in the community including:

- Women and inclusion leader at Edward Jones

- Various volunteer roles at Free Christian Church in Andover

- Assisting seniors within my church and through the Senior Center with budgeting

- Walk to End Alzheimer's Team Captain and committee member

When not working or volunteering, I love to cook and travel. Most of all, I love spending time with my husband and our two college age boys.

My 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
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews
  • Insurance & Annuities

My Personal Interests

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

Office Information

Office Address

50 Mall Road Ste G15 Burlington, MA 01803

Office Hours

Office Hours
Weekday Availability
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 Closed
Sun Closed

Branch Team

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