As a financial advisor with Edward Jones, my primary role is to build lasting relationships with clients by developing personalized investment strategies based upon their individual financial needs and objectives. My area of focus is assisting clients with more complex needs.
I've been a financial advisor with Edward Jones for more than 18 years and in the financial industry for 26 years. I am on our region's leadership team at Edward Jones and I love working with a firm that separates itself from the rest of the competition as leaders in the industry as well as leaders in our communities. To better serve my clients, I have received the CFP® professional designation. I have a heart for seniors and support our local Meals on Wheels, Healthy Ages and Alzheimer's programs. I am also passionate about protecting seniors, especially those targeted in various incidents of fraud, and make it my priority to be a safe and educational resource for them.
I love the outdoors and a good hike relaxes me. I enjoy my husband's (of 30 years) company. We are blessed with two daughters, Kassie and Kaitlin, a son, Bryce, and grandsons, Cooper, Jackson and Caleb.
Our office is built on a foundation dedicated to serving the needs of individuals and the belief that the only way to do business is partnering on a one-on-one basis with our clients, providing personalized guidance while always putting their interests first. We have an incredible team dedicated to this purpose that includes two full-time branch office administrators, Erica Clontz and Shasta Meyers, and one part-time office administrator, Colleen Lloyd.
We are genuinely interested in you, your family and accommodating your needs.
- Retirement Income Strategies
- Insurance & Annuities
- Charitable Giving
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Office Address767 Williams Blvd
Richland, WA 99354 opens in a new window