As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward and what your comfort level with risk is before you invest your money. Using an established process, we’ll develop a personalized strategy and partner with you and your family throughout your life to keep you on track with your goals. Our partnership with you can include your CPA, attorney or other professional advisors.

Prior to joining Edward Jones as a financial advisor, I spent over 20 years in the financial services industry which included banking, investments, trust administration and relationship management, and ran my own business for a short time.

I earned a Bachelor of Science degree from the University of San Francisco. I grew up in San Diego County and relocated to the Sacramento area in 1991. My husband, Jeff, and I, along with our son, Nick, are long time Fair Oaks residents. We enjoy walking and hiking the American River, attending car shows, cooking and spending family time together. I think it’s important to give back to the community, and I support several animal rescue organizations, a local food bank and a youth mentoring program.

I’m fortunate to partner with my Licensed Senior Branch Office Administrator, Sheryl Templeton. Sheryl has over 28 years of experience in the financial services industry.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

We are proud to be a part of the Edward Jones family and see the opportunity to serve our clients as a blessing and are grateful for the trust they place in us every day.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Board Games
  • Animal Rescue
  • Walking
  • Hiking

Office Information

Branch Team

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