I have been a financial advisor with Edward Jones since 2015. Prior to joining Edward Jones, I worked as an accounting and finance professional in the business world and as a scholar in higher education.

Using an established process, I build personalized financial strategies for my clients that are designed for their own unique situations. I take the time to listen with purpose and get to know my clients on a personal level. I then construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to guide them through any developments and help keep them on track. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs, attorneys and other trusted professionals, always keeping client information confidential.

I am honored to serve a wide variety of clients, whose goals range from saving for education expenses to planning and living a successful retirement to navigating through major life transitions. I love to help female clients achieve and excel in all stages of their lives. I work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also small business owners with whom I create methodical strategies for business succession, asset growth and tax reduction.

I am a dedicated financial advisor. I understand that life will change and people can maximize their well-being through sound financial management. I love to help everyday people solve financial problems, save for emergencies, protect what they have and plan for retirement.

Outside of my role with Edward Jones, I have volunteered with various community organizations and currently serve as a Sunday School teacher at my church. In my free time, I enjoy collecting vintage and antique French Country and English collectibles and working logic and math problems.

Focus areas

  • Retirement Savings Strategies
  • New Investors
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Special Needs Financial Considerations

My Personal Interests

  • Spending Time with Family
  • Pets
  • Crafts
  • Antiquing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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