If you are looking to begin your first relationship with a financial advisor or possibly looking for a different type of relationship with a financial advisor, I'd like to share a bit about my practice with you.

As a financial advisor with Edward Jones, I help my clients achieve their financial goals. Sometimes, their goals are singular. Maybe they are at a point in life where they are solely focused on retirement income strategies. Other times, goals are multi-faceted. Clients may be in early- or mid-career looking at how best to save for their children's college while saving for retirement and seeking guidance on vesting stock options. Sometimes, couples go through divorce and clients may need to "press the restart button" on everything. I take the time to truly understand what is important to my clients and tailor their strategy accordingly. When it comes to helping clients prepare for their goals and dreams, there is no such thing as one-size-fits-all.

I hold both the Retirement Income Certified Professional® (RICP®) and Accredited Asset Management Specialist™ (AAMS™) designations awarded by The College of Financial Planning.

Prior to becoming a financial advisor, I held a successful career in healthcare. I worked as a registered nurse in trauma/intensive care and many years in pharma and biotech companies. I bring a unique perspective to my practice, as my husband and I were Edward Jones clients during those years. Through our experience with Edward Jones, I learned how important it is to have a financial partner through life's journey and I wanted to be able to help others the way working with our financial advisor helped us.

While originally from Pittsburgh, Apex has been our home for almost 20 years now. My husband, Brian, and I have two amazing children who keep us very busy with their sports and activities. I am on the board of directors with the Apex Chamber of Commerce and you can find me on a pickleball court in my spare time.

I look forward to the opportunity to meet you!

Focus areas

  • Divorce Finances
  • Wealth Strategies
  • Employee Stock Options
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews

My Personal Interests

  • Personal Fitness
  • Spending Time with Family
  • Wine Collecting/Enthusiast
  • Podcasts
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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