Growing up in a military family, the unique opportunity of living all over the United States allowed me to learn at a young age the importance of relationships that are deep and lasting with each person I meet, no matter what background they come from. The experiences I had being in so many different places helped me understand how a person's personal situations shape the needs and goals that will affect their future.

With a bachelor's degree I earned in 1995, my retail management background took me to California and then to North Carolina to serve others. In 2003, I was introduced to Edward Jones and found that our firm's ethics and goals to serve others aligned with my own beliefs and experiences. I started in October and moved to the Summerville, SC area where I began building relationships with those in the community. Since 2011, I have been a limited partner with the firm and have served numerous roles in our region to further give back, just as those who helped me at the start of my career.

I serve my clients with the four pillars of retirement: Health, Family, Purpose and Finances. My deepest desire is to celebrate milestones with clients and their families as we work together to achieve the goals that are most important to them. I continue to further my education, such as gaining the AAMS™ designation in 2021 to achieve deeper human centered wealth strategy skills for understanding client's goals.

My passions are faith, family and serving others in any capacity that is needed. My husband, Jeff, and I love to travel and experience this incredible country and world while being able to come back home to those we care about. We love hiking, kayaking and simply enjoying the beauty of nature.

Our office would not be complete without my Senior Business Office Administrator, Lynn Nettles. She is experienced, knowledgeable and truly cares for every person she meets. As a team, we work together to ensure our clients are served, and we are dedicated to providing that deeper relationship to each client who becomes part of our family.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Military Professionals & Veterans
  • New Investors
  • Intergenerational Planning

My Personal Interests

  • Hiking
  • Backpacking
  • Camping
  • Canoeing
  • Community Outreach

Office Information

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 - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More