Whether your goal is to retire early, educate your children, manage your income in retirement or save money on taxes, I will meet with you to understand what is important to you and develop an investment strategy geared toward your unique, long-term goals.

In 1987, I began my Edward Jones career as a branch office administrator in Columbia, MO. I became a financial advisor in 1994 and opened the first Edward Jones office in Boulder, CO.

I've received numerous awards throughout my career with Edward Jones. In 2017, I qualified to attend the Edward Jones Women's Conference, an honor reserved for the firm's top 250 women financial advisors.

I have also been recognized with the prestigious Edward Jones Spirit of Caring Award, which recognizes financial advisors who exemplify the values, spirit and culture of giving back. I was one of only 213 of the firm's more than 16,000 financial advisors to receive the award.

I obtained my bachelor's degree in education from the University of Missouri. I also received the CRPC™ and the AAMS™ designations from the College for Financial Planning. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

My senior branch office administrator, Lin Osborne, began her career with Edward Jones in 2004. She runs the office smoothly, helps clients execute complex service processes and assists in preparing for client appointments. Lin is committed to delivering an exceptional level of service.

Kelly Garner is also a Branch Office Administrator. Kelly began her career with Edward Jones in 2022. Kelly helps run the office. Working with our clients to help achieve their many financial goals. Kelly is committed to giving exceptional service.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

My Personal Interests

  • Golfing
  • Hiking
  • Wine Collecting/Enthusiast
  • Yoga
  • Running

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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