My team and I have a sincere interest in developing personal relationships with our clients to better understand what is important to them while delivering exemplary service. Typically, our clients are professionals, business owners and families who have complex financial needs and are dedicated to meeting their goals. We partner to help them get organized, from wealth creation and protection to estate considerations. We also have an established process to help ensure our clients stay on track.

I began my Edward Jones career 2009 after being a client for seven years and became a limited partner in 2014. I believe education is important, so I continued my education by earning the AAMS™, CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® certifications. This has allowed me, and my team, to focus on the wealth lifecycle from accumulation to preservation and distribution by identifying and analyzing the unique challenges that high-net-worth clients face and develop strategies to help address these challenges.

It's a pleasure for me to give back, which is why I have given my time to our recruiting team, helping bring new female financial advisors to Edward Jones. I have served as a field trainer working with new financial advisors and currently work with our local branch teams in the areas of compliance.

Personally, I volunteer my time at Johns Hopkins All Children's Hospital for the annual A Woman's Journey event and continue to facilitate an annual drive for the St. Petersburg Free Clinic. Outside of the office, I enjoy spending time with my husband and 5-year-old son, preferably outdoors. We love to travel as a family and I also enjoy running competitively, yoga, gardening and finding new and healthy recipes.

My branch office administrators are Debbie and Ashley. They are both a vital asset to our branch. Debbie has been with Edward Jones for 16 years, five here in St. Petersburg. Her husband is a golf professional, and her son is a baseball player. They all love to spend time at the field. Ashley started with Edward Jones three years ago after selling a successful business in Boston and moving here with her husband, Dave, and Great Dane.

Whether you are an experienced investor looking for a second opinion or you have never utilized a financial advisor, we would be delighted to meet with you.

Focus areas

  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Traveling
  • Running
  • Gardening

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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