Empowering and helping others is a passion of mine. I enjoy being part 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 & Kiwanis of Troy member

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
  • College Savings

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

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