Empowering and helping others is a passion of mine. I enjoy being a part of each of our clients' lives, growing and building relationships with them and their families.

I joined the Edward Jones family in 1998 as a branch office administrator in Springfield, OH. I have been serving with Edward Jones in several locations, including Troy, for the last eight years. My branch office administrator, Susan Heitkamp, has been with me since 2012. As a team, our goal is to provide excellent customer service along with customizing a goals-based solution to help clients reach their goals.

As an active member of the community, I pursue many volunteer activities including
- Optimist Club of Brookville (past president 2011-2015, 2018)
- Brookville Soccer Board (2010- present)
- Optimist and Kiwanis of Troy member
- Brookville Alumni Association
- Brookville Scholarship trustee

I have been blessed with two daughters, Haley and Lauren, and we love to travel and just enjoy family time. My hobbies include sports of all sorts. I enjoy seeing a good baseball game or football game as well.

If you are looking to review your financial strategy or start a new one, I invite you to give us a call today to schedule an appointment.

Focus areas

  • Retirement Income Strategies
  • New Investors
  • Retirement Savings Strategies
  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies

My Personal Interests

  • Volunteering
  • Sports Enthusiast
  • Soccer
  • History and Museums
  • Traveling

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More