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 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 the AAMS® designation award by The College of Financial Planning and have been awarded multiple times within Edward Jones for exceptional achievement.

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, PA, Apex, NC has been our home for over 15 years now. I have the pleasure of being married to my wonderful husband, Brian, and we have two amazing children who keep us very busy. I am involved with the Apex Chamber of Commerce, local charities and my church.

I look forward to the opportunity to meet you!

Focus areas

  • Divorce Finances
  • Socially Conscious Investing
  • Wealth Strategies
  • Employee Stock Options
  • Intergenerational Planning
  • Retirement Savings Strategies

My Personal Interests

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

Office Information

Office Address

800 W Williams St Suite 205 Apex, NC 27502

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 06:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing
Request an Appointment

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
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More
Two Edward Jones clients review tax documents in front of their open laptop.

Tax resources and client statements

Make informed investment and tax decisions with helpful and clear information.

Learn More