I have more than years 18 years of experience as a financial advisor with Edward Jones, earning the AAMS™ designation and CFP® certification. My bachelor’s degree in finance, master’s degree in family studies and my experience as a mediator have equipped me to help clients with intergenerational planning. Whether I am dealing with retirement, family legacy, wealth production, philanthropy or estate considerations, the unique relationship I establish with each of my clients is what matters most to me.

I believe that everyone’s situation is different which makes each person’s financial goals unique to them. I listen to my clients, understand their situations, identify and manage risks, and proactively craft a strategy that is personalized to achieve their distinctive financial needs. Then we work together to help keep you on track. In order to comprehensively serve my clients, I regularly partner with my clients’ attorneys, accountants and other trusted professionals. By working together, we address every practical aspect of our client’s financial strategy.

Outside of my role with Edward Jones, my husband, Jeff, and I enjoy travelling with our two daughters. We love supporting Oklahoma State University sports as well as the Stillwater Pioneer sports and music programs. Being actively involved in my community is very important to me which why I am currently a member of the Stillwater Chamber of Commerce and Stillwater Noon Lions Club.

Our clients are consistently supported by Darla Trout, my branch office administrator, who has been with Edward Jones since 2000. Our goal as a team is to organize, protect, grow and transition our clients’ wealth. Even though our branch is constantly evolving and growing, our focus never shifts from the advocacy and care we give each and every one of our clients. If you could like to contact our branch, contact me at [email protected].