I completed my undergraduate studies at James Madison University in Harrisonburg, VA, home of the JMU Dukes. I graduated with a bachelor’s degree in business administration, with a focus in quantitative finance.
Upon graduation, I immersed myself in the industry of finance and investment banking, and worked as a trader for Bank of America/Merrill Lynch for over 14 years. I had the opportunity to live and work across the globe, and in 2012, decided to partner with Edward Jones to serve individual investors, businesses and non-profit organization endowments.
I am excited at the opportunity to work every day with clients and help simplify their financial lives, with a clear and consistent approach.
While I was born north of the Mason-Dixon line in the beautiful town of Ringwood, NJ, I married a local “Wilmingtonian", and I am proud to call this area my primary home.
My husband, Kurt, and I enjoy being outdoors, and in October 2018, made one of our “bucket list” dreams come true and summited Mount Kilimanjaro in Tanzania, Africa (19,341 ft!).
Locally, I currently serve on the board of trustees of Thalian Hall Center for the Performing Arts, Inc., and have served on the board of trustees for The Wilmington Rotary Club. Nationally, I have the opportunity to support the great work of The Surfrider Foundation, World Central Kitchen, The Sierra Club and Rotary International.
My branch office administrator, Catherine Atsumi, as well as my specialized teams based in St. Louis and Tempe, round out a group committed to supporting our clients and what's most important to them.
Whether you are currently building your wealth, facing complex retirement options or have estate considerations later in life, we are ready to help you make good choices for your and your family’s financial future.
- Intergenerational Planning
- Estate & Legacy Strategies
- Socially Conscious Investing
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
- Art & Theater
- Fashion Design
- Rock Climbing