A number of years ago, a client told me that they felt that I was not only their financial advisor but also their mentor, guide and friend. I aspire to achieve that level of personal connection with my clients. Many clients come through the door feeling overwhelmed and in need of a strategy – be it preparing for retirement, living in retirement, saving for college or preparing for the unexpected.

Working as a team through an established process, I spend time understanding what is important to you and the goals you want to achieve. I ultimately want you to feel confident and excited that you have a personalized strategy in place and a road map you feel good about. Then, as we continue to work together through the years, we revisit our strategy and goals to help keep you on track.

My Senior Branch Office Administrator, Stacy Murphy, has nearly 30 years of industry experience, and we are dedicated to working as a team to provide you with the highest level of service possible.

On a personal note, I began my career with Edward Jones in 2007 and became a limited partner with the firm in 2018. I have also earned my Chartered Retirement Planning Counselor™ designation. Individuals who hold the CRPC™ designation have completed a course of study and examination encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process. Additionally, I have been honored with the Edward Jones Sr. Founders Award, Spirit of Partnership Award, Ted Jones Entrepreneurial Award, Ed Armstrong Award and the Eagle Achievement Award, amongst others. Prior to Edward Jones, I worked in marketing research at Anheuser-Busch. I earned a Bachelor of Science in business administration with an emphasis in economics and marketing from Saint Louis University and graduated summa cum laude.

A native to the St. Louis area, my husband, Mark, and I live in Columbia, IL with our identical twin daughters, Eve and Quinn, and our two dogs.

At times, the financial industry may seem cold, impersonal and complicating. If you need a partner and a guide who will care about you, reach out to our office to set up a time for us to meet. I look forward to discussing your unique situation and how we may be a part of helping you accomplish what is most important to you.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Gardening
  • Art & Theater
  • Traveling

Office Information

Office Hours

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

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