As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement goal strategy, so you may have more options when you retire, regardless of what you decide to do.

I began my Edward Jones career in 2003 as a financial advisor in Sylvania Township. Today, Edward Jones serves the Sylvania community from several convenient locations.

I earned a Bachelor of Science degree in education from BGSU in Bowling Green, OH, where I majored in sports management and minored in business. In addition, I received the AAMS™ professional designation in 2011. I also hold a Series 7 registration and a license for Life, Health and Annuities.

In 2008, I received the Distinguished Community Woman of the Year Award from the Girl Scouts of Western Ohio. I am also a lifetime-certified Toastmaster. In 2000, 2001 and 2010, I ran and completed a full marathon. I have also run and completed several half marathons.

I am active in the community, serving as a member of the Sylvania Rotary and Sylvania Chamber of Commerce. In 2019, I served as the chairperson of Sylvania Chamber of Commerce and currently serve on the board. I am also a member of Business Network International (BNI) and the Women's Entrepreneur Network (WEN).

Paula Purtee joined my team in October of 2022 and is dedicated to providing you with the highest level of service possible. Paula has 28 years of quality control and quality assurance in pharmaceuticals. Please, don't hesitate to call on her with questions concerning any of your administrative needs.

Focus areas

  • Retirement Income Strategies
  • LGBT Finances
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Domestic Partner Finances

My Personal Interests

  • Camping
  • Hiking
  • Pets
  • Running
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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