After many years in the financial services industry and commuting into major cities such as Boston and Los Angeles, I feel incredibly fortunate to be working and making an impact in the community where I live. I am a 10-year resident of Melrose, MA where I live with my husband, Bryan, my 12-year-old daughter, Morgan, and our 3-year-old cockapoo, Autumn.

I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is an honor to help my clients organize, plan, protect and transfer their wealth.

Many people who seek me out want to be financially organized. They want to feel understood, informed and in control. By understanding what's most important to you and utilizing Edward Jones' established processes, we can create personalized strategies to help you achieve your goals. I'll partner with you and your family throughout your life, regularly revisiting your goals and feelings toward risk. Life is dynamic and your strategies need to be as well.

And I'm not alone. Thousands of people and advanced technology support our office so I can help ensure you receive the most current and comprehensive guidance. In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

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Fun facts:
- I lived in Redondo Beach, CA for seven years where I met many of my lifelong friends.
- In the summer of 2001, I traveled through Europe, seven countries and many cities.
- I enjoy watching my daughter, Morgan, pursue her passion of horseback riding.
- As a family, we enjoy gathering with friends.

Office Information

Office Address

502 Main St Melrose, MA 02176

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

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