I have been in finance for over 25 years and was recruited by Edward Jones, where I realized just how much I could help the clients. At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our reputation by treating clients as we would want to be treated, a simple idea that makes sense in today's complex market.

My Senior Branch Office Administrator, Joanne A. Ames, aka Annie, and I are dedicated to providing you with the highest level of service possible. Please don't hesitate to call Annie with questions concerning your statement, dividends, stocks or your account in general.

Annie and I enjoy giving back to the community. We are members of the Rotary Club, Jr Women's Club, Exchange Club, Chamber of Commerce and Bread for Life.

My husband, Kevin, and I have been married for over 25 years. Our son, Joe, is a graduate of Avon Old Farms School and Clarkson University, and our son, Jack, is a senior at Avon Old Farms School. We have been a hockey and lacrosse family for over 15 years. I had been the team photographer for each team while Kevin was coaching or managing.

Whether you are planning for retirement, saving for college for your children or grandchildren, or just trying to protect your financial future, we can work together to develop specific strategies to help you achieve your goals. We also monitor your progress to help make sure you stay on track.

Throughout it all, have no doubt... We are dedicated to providing each client with exemplary service.

Focus areas

  • Divorce Finances
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed
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