In the fall of 1997, I began my practice with Edward Jones. My practice focuses on in-depth planning with clients to help achieve their financial goals. This includes helping my clients retire with dignity, educating their children and grandchildren, and legacy strategies.

I received a Bachelor of Science degree in nursing from Indiana State University in Terre Haute, IN. I have earned the CFP® certification and the ChFC®, CLU®, CRPC™ and AAMS™ professional designations from the College for Financial Planning in Denver, CO. These designations are awarded to individuals that complete professional education programs, pass a final examination, commit to a code of ethics and agree to pursue continuing education requirements.

Additionally, I hold the following securities registration: General Securities Representative (Series 7), State Registered Agent (Series 63) and Uniform Combined State Law Examination (Series 66). I am also a licensed Indiana life and health insurance agent.

I was named a limited partner with the firm in 2007. I am passionate about helping other female advisors within the firm and recently attended a Women Helping Other Women (WHOW) summit. I have completed three-asset sharing programs, along with recruiting and mentoring dozens of advisors within the firm. My office is also a designated Legacy Host office, which means I host new advisors in our office from time to time until they are awarded their own office.

I take pride in the service we provide to our clients and consider our relationship a priority. I will work to align your financial goals to your specific situation, in addition to delivering the personal service you deserve. I also welcome the opportunity to work with your attorney, accountant or other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities

My Personal Interests

  • Pickleball
  • Animal Rescue
  • Football
  • Gardening
  • Traveling

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