Envisioning retirement is your job. Helping you get there is mine. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, 401k plans, annuities, equities, mutual funds and insurance.

I joined Edward Jones as a financial advisor in 1995, opening the firm's first branch office in downtown Fort Wayne, Indiana. Later, I was invited to become a limited partner.

Today, I love being at the "point of need", so using my experience as a financial advisor to guide and mentor my clients through investment decisions and life events is exactly where I want to be. My belief is that education gives clients the confidence that they need to reach their financial goals, so I view myself primarily as an educator.

I graduated from Indiana University where I majored in psychology and Germanic languages. I hold the AAMS™ professional designation and attained the CFP® certification in 2018. To gain that certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, and agree to abide by the CFP Board's Code of Ethics and Professional Responsibility.

My husband and I have lived in Fort Wayne since 1983. We enjoyed raising our two children here, and now love spending time with our seven grandchildren.

I have served Edward Jones in a volunteer capacity as a field trainer, mentor and most recently as the women and inclusion leader, focusing on helping other women build successful careers at our firm.

I attend the Chapel, where I have served as piano accompanist for the worship team and for the children's choir.

My team includes branch office administrators, Andrea Reed and Ruth Clifton. They are both committed to giving you highly personalized service. Every aspect of our business is aligned to help us better understand you, and your unique goals and needs.

I would love to have an opportunity to help you reach your financial goals. Please contact me to discuss your situation.

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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