I was introduced to Edward Jones after receiving an inheritance from my mother's untimely passing. I was grief stricken and unsure of what to do. Thankfully, her funds were invested with the local Edward Jones office. The financial advisor and his branch team took the time to truly understand what was important to me and my family. They helped me establish goals and provided education so that I felt comfortable with investing. Without this guidance, I would have put the money in the bank and “saved it for a rainy day”. Many rainy days have come and gone, but thanks to the partnership Edward Jones provided me, I've been able to achieve true financial independence.

During the most difficult time in my life, I was given the greatest gift: I was presented a career where I found purpose in serving others. As a financial advisor, I am grateful for the opportunity to partner with and educate my clients, helping them reach financial independence just as I did. There is no greater feeling than coming to the office each day loving what I do.

Our branch team uses an established process to identify where you are now, where you want to be, and help create personalized strategies to help you reach your goals. Our clients share milestones, celebrations and many of their most intimate life events with us and we're honored to serve them through each life stage. Our branch team also works closely with your CPA, attorney and other professionals to address five key areas: smart financial decisions, mitigating taxes, caring for heirs, insuring assets and charitable gifting.

Grateful to have a business in my hometown, my husband, Enos, and I are raising two sons, Dominic and Anthony, and our daughter, Marissa, is in her last year of college. When I'm not in the office, you can find me on the baseball field. My family is involved in our local Pony Baseball League as well as the Monterey Bay Pirates travel ball league! I am grateful to serve a community where I was born and raised.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Baseball
  • Photography
  • Basketball

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 - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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