My Practice
Since joining Edward Jones in 2001, I have worked with clients to create financial strategies tailored to each individual's situation and needs. My approach starts with a candid discussion to get to know you and ensure I have a clear understanding of your resources, risk tolerance and long-term goals. I use our industry-leading tools, technology and research to develop an investment strategy designed to help you achieve those goals.

I sincerely appreciate the trust my clients have placed in me. I enjoy partnering with your tax and legal professionals, working through complex scenarios to develop and execute comprehensive strategies to help maximize wealth, ensure adequate income streams and plan for tax-efficient transfer to future generations or philanthropic endeavors.

About Me
Outside the office, I am an active member of Impact 100, a charitable organization empowering women to dramatically change lives by funding significant grants that make a lasting impact on our community. I also enjoy tennis, camping, hiking and travelling with Frank, my husband of over 30 years, and other friends.

My Team
Registered Branch Associate Cindy Cottingham has been with the firm since 2005. She joined my team in January 2008. Branch office administrator Bobbie Fabre started with the firm in July 2018 and joined my team in August 2022. They work together to oversee the daily operation of the branch and ensure transactions are processed accurately in a timely fashion. They consistently deliver outstanding, personalized service, using their combined 40-plus years' experience in financial services.

Our branch is supported by Edward Jones' back office team, who provide technical resources, cyber security, compliance oversight, trade execution, market analysis reporting and more.

Work With Us
Whether you need help preparing for or living in retirement, saving for a special child's education or analyzing your insurance coverage and needs, we welcome you to call our office to learn how our team can help turn your financial dreams into reality.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances
  • Business Retirement Plans
  • Employee Stock Options

Office Information

Office Hours

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

Branch Team

Email Me

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