I am pleased to serve as an Edward Jones financial advisor. I enjoy helping individuals, families and business owners develop investment strategies geared toward their unique, long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.

I hold a Bachelor of Arts in business administration from the University of Washington.

I first learned about Edward Jones through becoming a client and buying my first stock back in 1998! My background also includes private sector experience primarily with the Boeing Company, where I held management, finance and project management roles for over 15 years.

My husband, Nathan, is a hard-working 4th generation wheat farmer in Mansfield. Together, we have four wonderful kids. We definitely stay busy as a family with sports, 4-H, camping, volunteering and harvest!

I also enjoy volunteering in the community through several service organizations I am involved in, including:
- Lake Chelan Rotary
- Mansfield Lions Club
- Mansfield Kritters and Kids 4-H Club
- Lake Chelan Community Hospital Guild B

Contact me so we can build a personalized strategy based upon what is important to you to help achieve your financial goals!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Cooking
  • Gardening
  • Music

Office Information

Mailing Address

Po Box 733 Chelan, WA 98816

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

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