Serving others has always been a priority for me. From the time I had to help my family when my dad was diagnosed with cancer to my 15 years in the non-profit arena, helping others overcome obstacles to achieve a brighter tomorrow gives me a great sense of pride in the work I do. Working as an Edward Jones financial advisor, I continue to serve others in an exciting capacity.
I began my career with Edward Jones in 2012 as a branch office administrator. I was blessed to partner with a financial advisor in 2019 to serve clients and build my own branch focusing on the Gateway area, including Rowan, Bath, Morgan, Menifee, Wolfe and Breathitt counties.
I enjoy helping others set and prioritize goals to gain a sense of control over their financial future. Working together, we will develop a strategy with simple processes to work toward and help make your financial goals become a reality.
I attended Morehead State University and graduated with a BBA in 1987 and MBA in 1988. It was during this time that I discovered my love for the Cave Run area and met my husband, Rich.
Originally from Breathitt county, I have a great deal of pride in all that eastern Kentucky has to offer. Rich and I are blessed with three daughters - Emma, Madison and Holly; and four grandchildren - Natalie, Isaiah, Reagan and Lincoln, who continue to be my primary motivation, biggest fans and brightest joy.
I'm an active member of the community, having served on the boards of the Morehead Optimist, Cave Run Storytelling Festival and Rowan County Community Fund. In addition, I am a member of Chapter AA PEO, Rowan County Chamber, Bath County Chamber and United Methodist Church. In my free time, I enjoy Cave Run Lake, traveling, reading and time with family and friends.
If you don't have a financial strategy or wish to review your current one, I welcome the opportunity to meet with you. Call today to schedule a time to chat!
- Business Retirement Plans
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- New Investors
- College Savings
My Personal Interests
- Spending Time with Family
- Community Outreach
Office Address222 Sun St
Morehead, KY 40351 opens in a new window
Phone NumberSaundra Newton at (606) 780-0248
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