For the past 20 years, I have been blessed with an amazing career at Edward Jones. My journey began in 2001 where I worked as a branch office administrator in Richmond, IN. My passion to want to help others achieve their financial goals is what led me to pursue a career as a financial advisor.

I have built my business on a strong foundation of building relationships with my clients by listening to their story and understanding their goals. I truly care about those that I work with and my clients are from all different walks of life – retirees, pre-retirees, widows, engineers, doctors/dentists, medical professionals, manufacturing and retail workers, educators and even first-time investors.

On a personal note, I am married and have two grown daughters, two grandsons and two dogs. My husband and I live in Richmond and I have lived in the Wayne county community for over 30 years. During time away from the office, I enjoy attending my grandkids activities, gardening, baking, shopping and spending time with family and friends.

My Branch Office Administrator, Jackie Chaney, joined my team in August of 2019. You will appreciate Jackie's friendly personality, her desire to provide exceptional client experiences and her great attention detail.

What you can expect from my office:
– Confidentiality
– A personalized strategy based on your financial goals and comfort with risk
– Personalized attention and prompt responses to questions and concerns
– Regular review of your goals, strategies and portfolios

To more deeply serve my clients, I earned the AAMS™ professional designation through the College of Financial Planning. I also hold my Series 7 and Series 66 registrations, insurance, life and health licenses. I became a limited partner of the firm in January 2011.

Whether you are looking for a better relationship with your current advisor or would like to discuss your retirement goals, changing jobs and want to discuss 401(k) options, or just getting started with your financial goals, give us a call or stop by the office to get the conversation started. My office is located on the east side of Richmond in the plaza next to Starbucks.

I look forward to meeting you!

Focus areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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