I work with motivated, like-minded multi-generational families facing critical life events, who need clear, straightforward advice and retirement income distribution strategies. I offer my clients solid wealth practices using long-term, diversified strategies.

Since joining Edward Jones in 2000, I have built deep relationships with my clients and navigated them through the tech bubble, the global financial crisis of 2006-2008 and the COVID pandemic. I am a limited partner at the firm and have held various leadership positions. I strive to keep up with the most current financial planning strategies and have earned the CFP® professional designation. I received my bachelor’s degree from Arizona State University and my MBA from Oklahoma State University.

I was born and raised in Stillwater, and I grew up paying attention to the markets at a young age. Matter of fact, my favorite TV show as an elementary school kid was Wall Street Week with Louis Rukeyser. I take great pride in being a good steward and am passionate about helping my community get access to good information and financial advice. I am an active member of the community and have volunteered and served on several boards, including the Stillwater Medical Center Foundation, Saville Center, National Wrestling Hall of Fame Board of Governors and the MBA Advisory Board at OSU. I care deeply about my alma mater. For 12 years, I taught an investments course in the department of finance for the Spears School of Business at OSU. I am also proud to be a donor to the OSU Edward Jones endowed scholars fund, which was established in 2020 for students who are making a difference in their community.

I am a proud resident of Stillwater and have an 8-year-old daughter named Madeline. These days, I am becoming more and more busy with Madeline’s activities, but when I have time to unwind, I enjoy yoga and reading. I also love racking up the airline miles and traveling to new places.

Focus areas

  • Wealth Strategies
  • College Savings
  • Charitable Giving
  • Business Retirement Plans
  • Portfolio Reviews
  • New Investors

My Personal Interests

  • Art & Theater
  • History and Museums
  • Reading
  • Traveling
  • Yoga

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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