I have been a financial advisor with Edward Jones for over seven years. I am passionate about supporting my clients and helping make their financial lives easier and less worrisome. My approachable manner, open communication and dedication to the highest degree of personal service have helped me create lifelong partnerships with my clients and their families.

My passion for helping my clients comes from working in credit card collections from ages 16 to 19 and seeing how financial education can change a family's financial future.

Using an established process helps my clients create meaningful financial strategies for all of life's transitions. Whether encountering career changes, inheritance, marriage/divorce, retirement, planning for education expenses, or family legacy considerations, my clients can be confident that I will work closely and confidentially with them and their trusted team of accountants, attorneys and other professionals. Together, we will identify the most effective wealth accumulation, retirement income and protection strategies and monitor this customized and personal solution that adapts to the client's changing life needs. Along with my branch office administrator, Leanne Rutherford, I strive to ensure that my clients know they are a top priority and are receiving the ideal client service experience they deserve.

Leanne received a BA in Biology from UC Santa Barbara. She earned a teaching credential and taught middle school science, before taking time to raise her two daughters.

I value continual learning, community involvement and family. As a valued member of the Edward Jones team, I am a coach and women's recruiting leader. I am also involved on my region's leadership council made up of a team of financial advisors guiding our region to success.

Outside of work, I volunteer for Rotary, Chamber of Commerce, and Soroptimist. My partner, Rob Read, and I are blessed with a beautiful daughter, Aurora.

Focus areas

  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Wealth Strategies

My Personal Interests

  • Baseball
  • Community Outreach
  • Crocheting/Knitting
  • Horseback Riding
  • Social Responsibility

Office Information

Office Hours

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

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