I have been with Edward Jones since 2001, first as an on-call branch office administrator and then as a financial advisor since 2008. Prior to Edward Jones, I had a long career as a registered nurse. I graduated from Indiana University of Pennsylvania with a Bachelor of Arts degree in social science and a Bachelor of Science degree in nursing.
I have worked in the past with the Red Cross and was a member of the Rotary Club for several years. While serving as a past president of the Rotary, the Niantic Club won the prestigious award of best small club in the state of Connecticut that year. My family interests include travel, gardening and sewing. My husband and I have four children and four grandchildren.
I enjoy clients of all ages and strive to meet the value proposition of our office: 1) to understand what is important to the individual client, 2) to use an established process to build strategies to help meet individual and family goals, and 3) to partner together through the life of each client and family to help them keep on track towards those goals.
My assistant, Donna, and I make every attempt to provide an ideal client experience for all those we meet and strive to provide excellent client service. I have a Series 7 and Series 66 registrations and AAMS® professional designation.
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