As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're 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 strategy, so you have more options when you retire, regardless of what you decide to do.

In 2009, I began my Edward Jones career as a financial advisor in Newport Beach. I had previously worked as a financial advisor with Merrill Lynch from 1983-1991 in various cities. I attended the University of Missouri - Columbia and graduated in 1983 with a bachelor's degree in finance.

I have served the firm as a business development leader and women's recruiting leader. I am currently the area leader for recruiting existing financial advisors to Edward Jones. I have been a featured speaker at various Investment News Summits in California. I have attended the Edward Jones Women's Conference three times. This conference recognizes the top 250 female Edward Jones financial advisors by production.

I am an active member of the community and have served as the president of Newport Sunrise Rotary as well as a board member of my local Chamber of Commerce. I am married, and my husband and I have three children, two daughters and one son.

My branch office administrators, Ali Gutensohn and Paula Lister, are dedicated to providing you with the highest level of service possible. Please don't hesitate to call them with any questions concerning your accounts.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.