Helping you build and manage your entire financial picture is a true privilege that I take very seriously. I listen closely to your story, learn about your life and gain an understanding of your definition of financial success. I help you make informed, financially sound decisions so you can live your life with confidence.

Together, we can help protect your financial future and the futures of those you care for the most. I will support you during life transitions, such as changing jobs, retirement or receiving an inheritance. I can also help plan for the unexpected, like the need for long-term care or the loss of a loved one.

I am registered and licensed in multiple states and serve clients throughout the country. My excellent team of branch office assistants — Stacey Saleeby, Sarah Slay and Tabitha Schaible — strive to deliver the best service possible. We will work with your team of accountants and attorneys to develop comprehensive strategies. Making the decision to work with a financial team is an important one, and we hope you will consider making us a part of your family’s financial decisions.

I joined Edward Jones in 2005 and earned the AAMS™ and CFP® designations to better serve my clients. I have attended numerous conferences, including the 2019 Barron’s Women’s Conference. Additionally, I was named to the 2022 Forbes America Top Women Best-in-State Wealth Advisors (Source: Forbes.com – February 2022)and the 2021 Working Mother's & Shook Research Top Wealth Advisor Moms.

I graduated from West Davidson High School and Roanoke College. Outside of the office, I enjoy spending family time with my husband, Keith, and our two children, Caroline and James. We love traveling, board games, Netflix and cuddling on the couch with our four rescue dogs!

To learn more about how my team and I can help you reach your financial goals, contact our office today.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Animal Rescue
  • Traveling
  • Community Outreach
  • Pets

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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