I am a financial advisor with a solid financial background in the corporate and government sectors. I am firmly committed to building and sustaining long-term relationships focusing on creating financial strategies for clients that reside locally and across the United States.

Prior to joining Edward Jones, I was a contract manager for the Navy, providing financial and contract oversight for various entities of the armed forces. My work entailed supporting contracts at the Washington Navy Yard, The U.S. Naval Observatory, The Pentagon and Camp David. In addition, I performed technical analysis and oversight for small business government contracts.

My background is strong in supporting the armed forces and their families. Prior to COVID, I was an active volunteer at WPB Dept. of Veteran Affairs Medical Center.

I earned my Bachelor of Science degree in economics; my experience includes actuarial analysis. I completed my CFP® coursework through Northwestern University.

Working with the attorneys and tax advisors of my clients affords me the ability to determine their most appropriate financial strategy.

I am partnered with Senior Branch Office Administrator, Risa Macko, who has more than 17 years with Edward Jones and has worked in various financial firms on Wall Street. Risa is an Edward Jones limited partner.

I play golf with a group of female executives and cherish time spent with my three daughters around great food, conversation and laughter.

Our successful office is located in Juno Beach, FL.

Focus areas

  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies

My Personal Interests

  • Golfing
  • Art Collecting
  • Aviation
  • History and Museums
  • Antiquing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

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