As a young girl, I loved solving puzzles. I would sit for hours putting together what seems like random pieces to create an amazing masterpiece. Creating a financial strategy is like solving a puzzle. It is difficult to put a strategy together without all the pieces and understanding the big picture. Combining my love of puzzles and passion for leading others has inspired me to become the financial advisor I am today.

We focus in helping clients reach their full potential by understanding what is important to them, using an established process to build a personalized strategy and partnering with them to help keep them on track for their goals.

My branch office administrators, Greg and Naomi, work with me to help capture the special needs of my clients. We deeply value our relationships with our clients, spanning second and third generations. We find we work best with those who value advice, have multiple complex goals like planning for retirement, creating income in retirement, wealth transfer and wanting to protect what they have worked hard to accumulate from unexpected life events.

We believe collaborating with a team of professionals like CPAs and estate attorneys is key in helping our clients receive the highest level of service and comprehensive planning.

My husband, James, and I were born and raised in Alaska. We are blessed with two children, Katie (12) and David (7), who keep us busy with exploring the great outdoors in our Tolman boat, gymnastics and all things related to dinosaurs.

When not at the office, you may find me serving the community through the Palmer Rotary Club, Greater Palmer Chamber of Commerce, my church and in leadership roles within Edward Jones.

We are grateful to be included in the lives of the people in the community and partnering with them to solve life's puzzles together.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Charitable Giving
  • Business Retirement Plans

My Personal Interests

  • Cooking
  • Gardening
  • Volunteering
  • Reading
  • Health & Nutrition

Office Information

Office Address

642 S Alaska St Suite 108 Palmer, AK 99645

Office Hours

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

Branch Team

Request an Appointment

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
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

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

Learn More
Two Edward Jones clients review tax documents in front of their open laptop.

Tax resources and client statements

Make informed investment and tax decisions with helpful and clear information.

Learn More