In 2001, I joined Edward Jones, establishing an office in Munfordville, KY. I enjoy working with my clients to understand what is important to them and then using an established process to build personalized strategies to help them reach their goals. My goal is to partner with my clients throughout their life to help keep them on track.

Being able to provide guidance for more complex client needs is very important to me. In 2011, I earned the CFP® certification. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Prior to joining Edward Jones, I served as the Chief Financial Officer for Jane Todd Crawford Hospital, a 64-bed acute care, chemical dependency unit and psychiatric facility. While serving in that capacity, I earned the Fellow of Healthcare Financial Management Association (FHFMA®).

I graduated with honors from the University of Kentucky, where I earned a bachelor's degree in both accounting and marketing.

I am active in my local church and a Trustee of the Baptist Seminary of Kentucky. I serve on the Munfordville Tourism Commission and the Munfordville Tree Board.

My love of family is combined with a passion for gardening and raising Morgan horses and Khatadin and St.Croix sheep.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Intergenerational Planning

My Personal Interests

  • Farming
  • Gardening
  • Outdoor Enthusiast
  • Active Lifestyle
  • Cooking

Office Information

Mailing Address

P O Box 261 Munfordville, KY 42765

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

Additional Hours

  • Web Conferencing

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