Located east of Nashville in Lebanon, our branch serves affluent long-term investors and business owners in the Wilson County and surrounding areas, as well as around the country. Our established process helps us identify and understand our clients' top priorities, so we can develop personalized strategies to help them achieve their most important goals.

Partnering long-term with the families and businesses we serve to help them stay on track through life's ups and downs is a critical component of our process and foundational to the relationships we have with our clients. To provide a comprehensive level of service, we regularly collaborate with our clients' CPAs, attorneys and other trusted professionals, always treating client information with the utmost confidentiality.

To better serve the families and business owners with whom we work, I have completed the education and certification requirements to become a CERTIFIED FINANCIAL PLANNER™ professional. Additionally, I hold the Chartered Retirement Planning Counselor™ designation.

Away from the office, you will find me kayaking in one of our local lakes or creeks, spending time with my children and friends, or honing my skills at my most recent endeavor, pickleball! Additionally, I enjoy serving the community as an active member of the Lebanon Rotary and Chamber of Commerce and serving on the Cumberland University Business Advisory Council. Our branch also supports organizations such as Compassionate Hands, Rest Stop Ministries and 100 Women Who Care, whose missions to care for others is close to my heart.

At Edward Jones, our goals-based process ensures we are focused on you and your family. My branch team and I look forward to using our knowledge and experience to provide you with a better understanding of how you can reach your financial goals while providing exceptional client service.

Focus areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Volunteering
  • Gardening
  • Yoga
  • Traveling
  • Spending Time with Family

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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