I love what I do!

Helping others understand their financial picture and assist them along the way to achieve their goals is what I love about being your financial advisor. Working with me we establish where you are today, where you want to be in the future and how can we get there together! This is why I have chosen to be an Edward Jones financial advisor. Within the financial industry I have attained the designations of ChFC® and CLU®, as well as the CFP® certification.

I have been with Edward Jones for 14 years. Prior to Edward Jones, I retired from a successful fee-based financial planning firm but realized retirement was not for me. I loved helping people realize their financial goals. Edward Jones attracted me because their quality investing strategies would allow me to continue to do what I loved! Edward Jones provides great support from the home office to create a personal strategy that speaks to our clients' individual dreams and goals.

Outside of work, I enjoy spending time with my family, children, grandchildren and friends. Some of my passions are seeing the world with travel, cooking, boating and adventures with my family and friends! I am active in several local groups along the Treasure Coast along with my church. I am also passionate about music and the violin and through the years have performed with the Indian River Pops. My granddaughter was able to come to my concerts and be inspired to pursue violin as well. An interesting fact about myself is that I used to fly small craft planes. I have always been a savvy woman and one day decided I wanted to learn how to fly. This led to me getting my private pilot licenses and an opportunity to be one of four pilots to fly a blimp.

Throughout my career in the financial services, I have come to understand knowledge is power. I love working with new and current clients in striving to achieve what is most important to them. It is truly about you!

If you would like to set up a time to speak, please call my office at 772-334-8196 and ask for Pat. You may also email me at [email protected]. I am looking forward to speaking with you!

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • New Investors
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Traveling
  • Cooking
  • Spending Time with Family
  • Snorkeling
  • Music

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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