It is rare to find ourselves in a position that gives us the opportunity to reevaluate, but that's exactly where I found myself in 2017. Prior to joining Edward Jones, I worked in the IT industry. My drive and desire to assist others helped shape my career, and I was lucky to spend most years in the field providing web development services to nonprofits. After 18 years, I felt it was time to find what I was truly meant to do.
Growing up with a single mother who occasionally struggled to make ends meet, and hearing stories from my grandmother about life growing up during the Great Depression, I learned the importance of saving and investing. I knew I absolutely wanted to use that knowledge to help people while building deep, meaningful relationships. I wanted to help others find the security that I was seeking myself.
When I was given the opportunity to join Edward Jones, the culture and philosophy spoke to me on a personal level. I work directly with you to find out what is important to you and your family. We'll work together on defining your financial goals and dreams, and I will help navigate the world of investing to find a personalized strategy to fit those goals. Along with my branch team, we have a team of dedicated investment professionals and strategists in our home office who help ensure you receive the most current and comprehensive guidance. In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy to leverage everyone's expertise.
I am proud to support my community in many ways. I am an active member of Embrace United Church of Christ. I am a member of the Coalition for Aging LGBT as well as an active member of the LGBT and Allies Business Resource Group at Edward Jones.
My husband, John, and I both grew up in the mid-cities and now live in Bedford. In our free time, we enjoy watching baseball, going for long drives and cooking meals for friends and family.
- LGBT Finances
- Retirement Income Strategies
- Retirement Savings Strategies
- College Savings
- Divorce Finances
- Estate & Legacy Strategies
My Personal Interests
- Movies & Entertainment