With over a decade of experience in the financial services industry and owning several small businesses, I decided to transition my practice to Edward Jones in 2014. With that knowledge and experience, I found the business model and level of care for clients at Edward Jones to be a perfect match for clients and myself. The transition was the best decision of my professional life. Every day, I get to help clients achieve their financial goals and more.

In 2019, I became a limited partner of the firm and currently hold the CRPC® designation. As a student of the financial services industry and as markets evolve, I continuously strive to educate myself and clients with pertinent information so to make the best financial and planning decisions. I am proud to serve a diverse group of clients in both Southern Arizona and across the country, being registered in over 26 states. Many of my clients are business owners, business professionals and retirees. I understand that many of my clients are often very busy and I strive to simplify this part of life.

My office and I will partner with you using an established process to understand what is most important to you. I will work closely with your CPA, attorney and other trusted professionals to create the best solution. I focus on retirement planning, income strategies, wealth protection, tax savings, family legacy planning, business transition and estate strategies. My office is dedicated to always doing what is best for clients and serving them with passion.

Joining me is senior branch administrator, Tonya West, with over 16 years of experience working with Edward Jones clients and who also is a limited partner of the firm.

I'm a native of Arizona, growing up in Litchfield Park. I attended Arizona State University. Outside of my role with Edward Jones, I enjoy spending time with my husband, Jeff. He too is a financial advisor with Edward Jones. I also enjoy golfing, gardening and RVing.