When I was a kid and trying to figure out what I wanted to be when I grew up, my father's advice to me was "own your own business." The problem was, I had no idea what that business should be. I accidentally found Edward Jones through a friend who worked for a local Edward Jones office as a branch office administrator around 2001. She told me, "This has your name written all over it, you can be a financial advisor and have your own office." She encouraged me (heck, pestered me!) for several months before I took the plunge and changed careers to become a financial advisor with Edward Jones. I studied, took my registration and licensing exams and started my financial advisor career completely from scratch. I built my business by meeting people in my community face-to-face, and networking with small business owners, entrepreneurs, attorneys and accountants.

18 years later, we add the most value in helping clients who want to partner with a real person (and not a computer), who have complex financial needs they need help solving, want personalized, time-tested strategies, and want someone who will partner with them for the rest of their life to help keep them on track. We try to treat people by the Golden Rule: Treat others as you wish to be treated.

I am the mother of two children and my husband is a proud stay at home dad. Our kids are involved in scouts and we love to camp in our travel trailer in Lake George, the Poconos and the Catskills. I am a past Middletown Rotarian and Paul Harris Fellow. My passion is horses: I have a retired thoroughbred racehorse I show in Dressage and my daughter has an adorable Welsh pony she shows in Short Stirrup. We have rescued and adopted several dogs over the years, particularly Pembroke Welsh Corgis.

Focus areas

  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Wealth Strategies
  • Divorce Finances
  • College Savings
  • LGBT Finances

My Personal Interests

  • Camping
  • Horseback Riding
  • Animal Rescue
  • Traveling
  • Skiing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
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

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