My passion for helping people has been engrained in me since I was a little girl. I would have made an excellent schoolteacher; yet, I still find myself in a teacher's role. It's just my "students" are fully grown, and our focus is helping them achieve their long-term financial goals. I am a firm believer in financial education and work hard to ensure each client feels valued and welcome.

To me, planning your financial future is more than just building a portfolio or crunching numbers; investing is emotional. Investing our life savings in the market takes trust and a firm understanding of the risks and rewards.

However, in order to build a portfolio that works just as hard as you do, it takes someone who truly cares about you and your family and has the knowledge to create a customized long-term strategy that aligns with your risks, values and goals. These are some of the things that truly make you unique as an investor and a person. It's important to me that I meet my clients where they are today, then walk with them side by side as a coach, a friend and an advisor.

As a wife, mother and business professional, I am passionate about joint planning and ensuring that women have a voice at the investor table. I believe that if you plan on retiring together, then you should start with planning together.

I joined Edward Jones after being inspired by my grandfather to go back to my roots and follow my passion for making a positive impact in the lives of others. So, I decided to become a financial advisor that is candid, hardworking and committed to providing the education so many clients desire. I am proud to work at a firm that aligns with my personal values, where I can create a warm experience, meeting with clients at their kitchen table or crunching numbers at our cozy downtown office.

My clients are part of what makes my career so enjoyable, and I love connecting with individuals and families who are committed to building a strong financial future together.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • New Investors
  • Portfolio Reviews
  • Divorce Finances
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Cooking
  • Gardening
  • Volleyball
  • Hockey

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue 11:00AM - 05:00PM
Wed 11:00AM - 05:00PM
Thu 11:00AM - 05:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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