I originally joined Edward Jones as a branch office administrator in 2012. To help clients more directly, I became a financial advisor in 2018.

The journey with my clients begins with a conversation. I start by getting to know them and understand their financial hopes, dreams and values. Then, using an established process, I build customized financial strategies that are tailored for their unique goals. Once implemented, I partner with my clients to help keep them on track as we navigate life together. To ensure that they have the best possible information, I coordinate with their CPAs, attorneys and life insurance professionals, always respecting confidentiality.

I am proud to serve a variety of clients, with goals ranging from saving for education expenses to transitioning retirement accounts to living a comfortable retirement. I regularly work with multi-generational families to develop strategies of wealth transfer. I have clients with diverse needs, from small business owners to members of the Public Employee Retirement System (PERS).

I am a dedicated financial partner and love collaborating with my clients through ups and downs, keeping the focus on the important things in their lives. I find my role endlessly rewarding, especially when I get to share in the joy of my clients’ successes.

My husband, Joe, and I are long-time residents of the Willamette Valley (Keizer). I enjoy golf, cycling, CrossFit and, when it’s cold outside, quilting and reading. I served in the Navy for four years, during Operation Desert Storm. I am active in my community, serving on the board of directors of the Woodburn Area Chamber of Commerce, as a board member of the French Prairie Historical Society (Settlemier House) and as a member and former president of the Keizer Rotary Club.

I would love to talk with you! Call the office today to start your journey.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Socially Conscious Investing
  • Divorce Finances
  • Insurance & Annuities

My Personal Interests

  • Golfing
  • Spending Time with Family
  • Cycling
  • Volunteering
  • Personal Fitness

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 06:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 06:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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