As your Edward Jones branch team, we believe it's important to invest our time in understanding your goals before you invest your money. We work closely with individuals who are investing for, nearing or already in retirement. I will partner with your CPA, attorney and any other professionals to help determine the most appropriate financial strategies and tailor recommendations to meet the needs of you and your family.

I began my career with Edward Jones in 2008 in my home state of Colorado. In my time with the company, I have served as a financial advisor, branch team trainer for new financial advisors and a Branch Office Administrator.

Along with individuals, I work closely with small business owners. I have earned the Certified Exit Planning Advisor® designation which helps me work collaboratively with business owners and their team to cover many aspects of succession planning.

Having the Chartered Retirement Plan Specialist™ designation provided me training which is specifically designed to focus on the design, installation and maintenance of retirement plans. I assist small to mid-sized businesses who offer, or are seeking to offer, a business retirement plan, such as, 401(k), SIMPLE, SEP, etc. I work closely with the employer and employees to provide education and services for saving for their future.

Outside of the office, I am an active member of the Gilbert Chamber and I volunteer in our community through church and other organizations.

My husband, Dominic, whom I met through Edward Jones, is also a financial advisor for the firm. We enjoy being active and spending time with our two sons, Devin and Eli, as well as our two pups, Riley and Dakota. We also enjoy our time at the racetrack, where I race a dragster and Dom competes in a '66 Chevelle.

My branch office administrator, Megan Spencer, joined my office in 2022. She is dedicated to providing you with the highest level of customer service. Outside of work, she enjoys DIY projects, crocheting, painting/drawing and spending time with her three kids (Austin, Kaylee and Tessa) and her husband, Joe.

We pride ourselves on providing highly personalized service and putting our clients' interests first. All aspects of our business are aligned to help us better understand and meet our clients' unique long-term financial goals.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies

My Personal Interests

  • Volunteering
  • Auto Racing
  • Hiking
  • Traveling
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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