I grew up in a blue collar family, which taught me a great deal about working hard to achieve goals. We didn't have a financial advisor, and never did I consider becoming a financial advisor. But during my first visit to an Edward Jones office, I was struck by a quote from Ted Jones that closed by stating, "...money has never been my God." That statement resonated so deeply with me, that I knew I wanted to be a part of this firm.

In 2008 I began my Edward Jones career as a branch office administrator in Lakewood. When I took over the branch as the financial advisor in 2009, I knew I wanted nothing more than to serve and improve the financial lives of my clients, their families, and my community.

Today, I pride myself on really getting to know my clients as individuals. I enjoy learning what's most important to them and their highest priorities. With that knowledge, and our tools and resources, we work together to build personalized strategies to achieve their financial goals. I help guide my clients through life's transitions.

Educating my clients and the community is also very important to me. I hold monthly coffee clubs and luncheons in my office, open to the community, as a way to continually educate on current events and important topics. I also volunteer as a guest speaker on financial matters in the community.

I have been active in business and civic affairs since moving to Western New York in 2003 with my husband, Ben, and our two boys. I have served on Leon's town board, and the Board of the Chautauqua Blind Association. Currently, I am serving as a project advisor for Chautauqua County 4-H. I'm also a member of the Chautauqua County Chamber of Commerce.

I would welcome the opportunity to get to know you and your financial goals, even if you don't believe you need or could have a financial advisor. Call the office to schedule a first introductory appointment, and see if it makes sense for us to work together.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • New Investors
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Camping
  • Outdoor Enthusiast
  • Volunteering
  • Community Outreach

Office Information

Office Address

305 E Fairmount Ave Suite G Lakewood, NY 14750

Mailing Address

P O Box 167 Lakewood, NY 14750

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 12:30PM
Thu Closed for Holiday
Fri Closed
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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