Having grown up in an entrepreneurial family and seeing those I love make costly investment mistakes, I became passionate about gaining a deep understanding of the stock market. Being motivated to help others, I decided to leave a 25-year I.T. career with Unilever to become a professional financial advisor. In researching different investment firms, I found Edward Jones most closely aligned to my values, always doing what’s right and always placing the client first.

We work hard to ensure we exceed our clients’ expectations – creating a warm, welcoming atmosphere and ensuring all clients feel important and understood. Put simply, I enjoy helping others. I enjoy seeing my clients achieve their lifelong financial goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.

Lori Talley, my branch office administrator, is essential to this process. While new to Edward Jones and the financial industry, she has many years of experience in the customer service field. Our clients can expect her to be consistently friendly, courteous and professional. She and her husband have one son, one daughter and four grandchildren. Outside of the office, Lori enjoys cooking, reading a good book and spending time with friends and family.

A little bit about me; I grew up in Tucson and moved to New Jersey with my husband, Brandon, and our son, Travis, in 1985. Being in love with the Verde Valley, we moved to Cottonwood in 2014. When not enjoying the company of friends and family, I love spending time outside, hiking, walking the dogs, gardening, 4-wheeling and reading. I am currently the treasurer for Verde Valley Humane Society and actively support Alzheimer’s Awareness, Juvenile Diabetes and many other local charities.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Employee Stock Options
  • Insurance & Annuities

My Personal Interests

  • Hiking
  • Animal Rescue
  • Traveling
  • Camping
  • ATVs

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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