I am a seasoned financial advisor having served individuals and families since joining Edward Jones in 2001 in Columbia, Missouri. I have the heart of a teacher, having worked as an adjunct professor at Columbia College teaching business finance and investing courses for eight years. I am passionate about helping people understand how to make sense of investing.

Lorie McDavid, our branch's senior branch office administrator, and I have worked together in Columbia for the past 17 years. As your Edward Jones branch team, we believe it's important to invest our time to understand what's important to you before investing your money.

At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We will develop a solutions-based approach tailored to your individual goals. We'll contact you as frequently, or as little, as you wish, and we provide exceptional customer service.

Growing up in Wyoming, I earned the B.S. degree and the M.S. degree from the University of Wyoming. While working full time here in Columbia, I earned the MBA degree, graduating with honors. I earned the AAMS® designation while working at Edward Jones.

I am passionate about volunteering to help at-risk kids. I served as a court-appointed special advocate in Boone County, and am a member and past-president of the Columbia Kiwanis Club.

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Branch Team

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