As a financial advisor, my purpose is to provide support and guidance, so others have the financial freedom to live on their own terms and leave a legacy important to them. It’s important to me to understand what’s important to you. I believe your investment strategy should be tailored to you. Whether your goals include retirement, paying for education, planning for the unexpected or leaving an inheritance, I can offer investment solutions for your unique goals.

As a child, I was raised around the financial industry, specifically Edward Jones. My father, Lee, was an Edward Jones financial advisor in my hometown of Goshen, IN. He and my mom, Sue, raised me to be responsible with money and set an example of helping others.

In 2003, I graduated from Arizona State University and started with Edward Jones as an academic training leader. In 2005, I became a financial advisor in Chandler, AZ. I received the professional designations of AAMS® in 2007 and CFP® in 2011.

My branch team is comprised of myself and two Senior Branch Office Administrators. Lori Clark started with the firm in 2008, and we have been partnering together since 2012. Pepsi Harriman joined our team in 2017. In 2021, Pepsi earned her registrations and is now a Registered Branch Office Administrator. Our goal is to exceed client expectations by providing simplification, consolidation and personal experience.

I serve as regional leader for one of the more than 300 regions in the firm. In this role, I am responsible for growing our firm's impact, developing leaders and leading by example. I became a general partner with Edward Jones in 2020.

I live in Chandler with my husband, Shawn, and children – Tyce and Quinn. We are an active family that loves playing sports, spending time with family and friends, and traveling.

It is important to me to give back to the community through the United Way, volunteering in children's events and participating in a valley wide Bag-a-Thon benefiting local food banks.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

My Personal Interests

  • Active Lifestyle
  • Spending Time with Family
  • Sports Enthusiast
  • Traveling
  • Wine Collecting/Enthusiast

Office Information

Office Hours

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

Branch Team

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