As a gerontologist turned financial advisor, I know firsthand from my professional background what it is like to receive poor and ill-natured financial advice. It is something that can ruin a lifetime of hard work. Because of this, I have made it my mission to provide my clients with guidance to help them achieve their financial goals.

My first experience with Edward Jones was in 2016 when I was a client. What drew me to a career here was the culture and environment they created for their clients and their employees. Now, I serve my neighbors in the communities of Shavano Park and San Antonio.

I grew up in Colorado and moved to Oklahoma for college. I graduated from Oklahoma Christian University with a bachelor's degree in youth ministry and hold my master's degree in gerontology (the study of aging) from the University of Central Oklahoma. I am a proud member of the Rotary Club and take joy in being active in my church congregation. My husband's military career brought us to San Antonio in 2015. We have two children and a Dachshund. A fun fact is that I speak French and German.

My Branch Office Administrator, Marc Cwiklik, is a proud Texas Aggie and US Air Force Veteran. He has also been an Edward Jones client since 2004. He enjoys being part of a team that will support your financial goals in the same manner his family have been supported.

Because of our backgrounds and life experiences, the type of clients we serve are caregivers (for a spouse or loved one), active duty military, Veterans and female investors.

Whether you're planning for retirement, currently retired or have something specific you're saving for, my job is to help you navigate this process. Together we will partner with your CPA, estate planning attorney and other trusted professionals to deliver a comprehensive strategy. This strategy will help align your investment decisions with your long-term goals.

At Edward Jones, we use an established process to help you build personalized strategies to help you reach your goals. It all starts with a conversation. So, let's talk!

Focus areas

  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities

My Personal Interests

  • Pets
  • Spending Time with Family
  • Traveling
  • Volunteering
  • Reading

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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