My passion is serving select clients and investing my time in learning about you. I am dedicated to working with you to develop specific strategies designed to help you achieve your financial goals – such as planning for retirement, navigating through the challenges of life transitions and protecting the financial future of the ones you care for the most.

I spent 18 years in the financial services industry prior to joining Edward Jones in 2007. I earned the CFP® certification in 2000. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP® Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP® Board's Code of Ethics and Professional Responsibility, and comply with the Financial Planning Practice Standards.

In addition to serving clients, I enjoy being actively involved in the Jacksonville community. As a breast cancer survivor, I enjoy running marathons and am determined to do them as long as I can! Family is very important to me as well. I have been married to my husband, Mark, for 15 years, and I have two "bonus" sons, Tischler and Alex. Mark and I live in Mandarin, and we love traveling, camping and having dinner with our family and friends.

But we're not alone. Thousands of people and advanced technology support our office, so we can help ensure you receive the most current and comprehensive guidance. Together, we can develop a complete, tailored strategy to help you achieve your financial goals.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • LGBT Finances
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Running
  • Football
  • Community Outreach
  • Wine Collecting/Enthusiast
  • Reading

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 By Appointment Only
Sun Closed
Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More