I have an extensive 25-plus year background in investing and finance, which enables me to work with my clients far beyond providing investment advice. I have a depth and breadth of insight and experience in understanding a clients’ full financial picture, establishing the core areas of importance and providing tailored, strategic and individualized guidance.

Often financial matters seem to pop up in the most inopportune times, and I pride myself on being a dependable partner, helping to save unnecessary time, money and stress. I have a particular passion for supporting and empowering individuals who are serious about partnering and building upon their current financial picture to achieve their goals.

I began my career in the financial services industry in 1992. I have worked with families, businesses and foundations, each having very different needs and investment strategies to accomplish their objectives.

I have enjoyed working with local organizations such as CASA, Boys & Girls Club and Salinas Leadership. I am involved with Carmel Sunset Rotary, P.E.O. and the Professional Women’s Network Monterey. I have served on the boards of:

- Salinas Valley Business Womens’ Network
- Salinas Chamber of Commerce
- Salinas Jaycees
- Second Chance Youth Services

I am honored to have received the Athena Award – Business Woman of the Year.

Although no path taken is without its bumps in the road, whether due to divorce, loss of loved one or some other life challenge - I am with you every step of the way: guiding you through the process, ensuring you understand and know your options, listening to what is important to you and helping you find the path to achieve success.

Originally from Denver, when I joined the Army I was stationed at Ft. Ord, where I also met my husband. We could not imagine living anywhere else.

Edward Jones is a financial services firm dedicated to serving the needs of individual investors. Member SIPC.

Focus areas

  • Wealth Strategies
  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Walking
  • Volunteering
  • Movies & Entertainment
  • Pets
  • Spending Time with Family

Office Information

Office Address

126 Clock Tower Place Suite 102 Carmel, CA 93923

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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