As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.

In 2004, I joined Edward Jones as a financial advisor. I became a limited partner with Edward Jones in 2007. Prior to joining Edward Jones, I was a financial consultant with A.G. Edwards (1998-2004).

I earned a degree in business and finance from Highbury College in the United Kingdom. In addition, I received the AAMS™ professional designation in 2006. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

I am a past board member of Impact 100-Baldwin County and served as membership chair. I am a past board and executive board member of the Eastern Shore Chamber of Commerce. I also served as chair of the Chamber Foundation.

I live with my husband, Alan, and have two children and four grandchildren. Originally from the U.K., I have lived in Alabama since 1994.

My support team consists of Shannon Rick, senior branch office administrator, Susan Morgan, branch office administrator and Jo Ann Riggs support.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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