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 member of Impact 100-Baldwin County and have served as membership chair on the board. 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 and Jo Ann Riggs.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More