As an Edward Jones financial advisor, I invest my time understanding what is important to you. By learning what you value, and what matters to you, your family and your business, I can help you prioritize your needs and define your goals. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategies for you and your family.

My experience with Edward Jones started in 1980 when I became a client and long-term investor myself. Over the past 40 years, I experienced firsthand the culture and caring environment Edward Jones creates for their clients. When I joined the firm in December 1999, I experienced that same culture and environment Edward Jones creates for our partners. I became a limited partner with the firm in 2015 and have served in leadership as client solutions coach for over 50 branch teams in southwest Missouri.

My spouse, Don, and I have two grown children. I graduated from Monett High School and moved back to the community with my family in 1999. I am a member of First United Methodist Church and serve on the boards of the Monett Kiwanis Club, 100-Plus Women Who Care and Monett Area Community Foundation. I am also a member of the Children's Miracle Network Monett Area Ambassador's Council and the Wintech Professional Advisory Board, and am currently president of Cox Monett Hospital Advisory Board.

My team includes Tracy Essary and Debbie Waller, senior branch office administrators, both who have served in leadership positions for the firm.

Tracy started her career with Edward Jones in March 2014 and Debbie has been with our Edward Jones office since July 2018. They are dedicated to providing you with the highest level of service possible and are ready to assist you with any questions regarding your accounts and any other administrative needs you may have.

Together, we work to provide highly personalized service for the unique individuals we serve. Our hope is to make a difference in the lives of those around us in a deeply personal and significant way. We believe in what we do and the community we serve.

As a firm, Edward Jones has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Insurance & Annuities

My Personal Interests

  • Art & Theater
  • Traveling
  • Hiking
  • History and Museums
  • Jogging

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

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