An Edward Jones financial advisor since 1995, I enjoy helping serious investors achieve their long-term financial goals.

I serve individuals and their families in planning for retirement and other goals, such as education savings, asset protection and estate considerations. Additionally, I assist business owners and nonprofit boards.

A frequent speaker to professional and community groups, my emphasis is big-picture planning, goal setting and quality investments.

A native of Jefferson City, TN, I hold a B.A., magna cum laude, in directed studies from Carson-Newman College and an M.A. from Boston University, School of Public Communication.

I serve on the boards of Ft. Sanders/Covenant Health Care, Helen Ross McNabb and Knox County Library Foundations and the board of Knoxville Botanical Garden and Arboretum. I am a mayoral appointee to the City of Knoxville Pension Board and member of investment and personnel committees. Among others, I volunteer for Knox Heritage, Covenant Health's Artsclamation, Legal Aid of East Tennessee and Tennessee Clean Water Network. I'm a member of PEO and of Knoxville Symphony Orchestra's Circle of Friends. I participated in the 2014 Covenant Health Leadership Academy.

A former president of North Knoxville Rotary, I was active in projects for Cerebral Palsy Group Home, Adopt-A-Road and Flu Shot Saturday. Prior community involvement includes boards of Fountain City Business & Professionals, Race Relations Center of East Tennessee and Knoxville YWCA, where I co-chaired The Big Read project.

Leadership roles within Edward Jones include regional hiring team, visiting veteran for training programs, certified field trainer, mentor, Goodknight ambassador, regional growth leader and WINGS leader (women's recruitment).

I hold the following securities registrations:

General Securities Representative (Series 7)
State Registered Agent (Series 63)
Uniform Combined State Law Examination (Series 66)

I also hold an insurance license.

My Personal Interests

  • Traveling
  • Scuba Diving
  • Skiing
  • History and Museums
  • Music

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing
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