Since 2011, I have partnered with individual investors in Angola, Indiana, to help them achieve their long-term financial goals. Since then, I have also served as a regional leader, guiding and assisting 50 branch teams in northeast Indiana and helping to identify and develop leaders within my region. I was named a principal with the firm in 2014.

I began my career as an Edward Jones financial advisor in 1998. After building a successful business, I used the experience I had gained to help other financial advisors in my region build and enhance their businesses. I served as a new financial advisor support specialist, recruiting leader, visiting veteran and Women’s Initiative for New Growth Strategies (WINGS) leader.

I have helped the firm work toward its strategic objective of market-oriented growth by inviting three financial advisors – including my son Michael – to join me in the community to help better serve investors. Thanks to those asset-sharing programs, today Edward Jones serves Steuben County from five branch offices.

I consistently rank among the top 800 financial advisors, which has earned me eight invitations to the annual Financial Advisor Leaders Conference. I have also qualified for four Edward Jones Women’s Conferences, the annual event that recognizes the top 250 women financial advisors.

I have two sons, Michael and Sean. I hold the CFP® professional designation and a degree in finance from the University of Toledo. Before joining Edward Jones, I was a small-business owner.

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Walking
  • Reading
  • Golfing

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 - 04:30PM
Sat Closed
Sun Closed

Branch Team

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