Serving clients and providing comprehensive financial guidance is our focus. I began my Edward Jones career as a financial advisor in St. John, IN, just outside of Chicago where I was born and raised. I earned my MBA from St. Xavier University in Chicago and have earned the CFP® and the AAMS® certifications.

I relocated to Lakeland, FL, with my husband, Craig, and shortly after was blessed with my son, Austin. In addition to my role as a financial advisor with Edward Jones, I currently serve as regional leader and general partner of the firm. I have served in many other firm leadership roles, including the Women’s Inclusion Specialist. I was honored to receive the Spirit of Caring Award as nominated by my peers.

In the local community, I served on the board of directors of the SPCA for six years in many roles, including vice president, treasurer and secretary. I also founded and chaired the Women’s Giving Circle of SPCA Florida. In 2018, I was the recipient of the Athena Young Professionals Leadership Award, presented to women leaders who excel in their profession and devote time and energy to the betterment of their community, which was a very proud moment for me.

I deeply value the relationships I develop with my clients and work to help them with complex financial situations, including major life events such as divorce, the passing of a loved one or the sale of a business. I work closely with their attorneys, CPAs and other professionals to help develop the best strategy to meet each of my clients’ objectives. In helping those who are preparing for retirement, creating strategies to plan through retirement, tax considerations or complex wealth strategies, I utilize the many resources available to help accomplish each individual’s goals.