I started my career at Edward Jones in January 2010 after being a client with Edward Jones since May 2002. My office is located in California, MD. I came to Edward Jones from a 25-year career in mortgage banking. In May of 2021, I celebrated my 35-year anniversary with my husband. We have two children, three grandchildren and three Chihuahuas.

In my spare time, I enjoy putting puzzles together. The more pieces they have, the more I enjoy them. I actively apply this pastime to my true passion which is helping people understand the puzzle pieces of their financial goals. It is extremely rewarding to me when clients see the big picture and realize their goals and dreams. I do this by engaging in meaningful conversations with my clients to find what is most important to them and partnering with my clients so together, we are able to bring their goals to reality.

My branch is known as the "J Team". My partners are Jerime Trude, Sr. Branch Office Administrator, and part-time administrator Robin Olson. Both are an invaluable asset to my team with collective experience of 15 years here at Edward Jones. They not only handle all the administrative duties, but also take care of the client's needs and make sure it is all done in a friendly, efficient, timely manner, and always with a smile. We use the term "like family" a lot in our branch and we take it to heart as a team. All of our clients are our extended family.

I am busy growing personally and professionally. I received my AAMS® in August of 2015 and am continuing my personal and professional growth through additional studies. I take my career seriously, and with the constant changing of industry standards, I want to be well positioned to always put my client's best interest first. I also hold a leadership position and my continued education helps me to lead my peers and support the culture of compliance in my region and firm.

My team and I look forward to being of service to you now and in the future.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • College Savings
  • Portfolio Reviews

My Personal Interests

  • Pets
  • Horseback Riding
  • Outdoor Enthusiast
  • Gardening
  • Farming

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More