As an Edward Jones financial advisor, I believe it's important to invest my time to understand what's important to you and what your financial goals are before you invest your money. Once we've uncovered your goals, I'll use an established process to build a customized financial strategy to help you meet them. With that strategy in place, I'll partner with you throughout your lifetime to ensure you stay on track and make adjustments when necessary or when life's unexpected events get in the way.

I truly love helping my clients, many of whom have become like family. Much of my work is focused on business owners, including helping business owners transition to well-planned retirements. With all of my clients, I emphasize educating them on their investments and guiding them confidently through their important life decisions.

I couldn't do it alone. My branch office administrator, Cathie Peterson, is an integral part of my office. Cathie has an extensive administrative background and is dedicated to providing you with the highest level of service.

I grew up in Pennsylvania and moved to Cape Coral in 1985. I began my career with Edward Jones in 1994, opening the first office in Cape Coral. I became a limited partner with Edward Jones in 2000. In order to better enhance my industry knowledge, I earned my AAMS™ designation in 2004, which involved completing a 12-module professional education program, passing a final examination, and committing to a code of ethics and continuing education. In 2006, I earned my CRPC™ designation.

My husband, Greg, and I have two grown children, as well as two grandchildren. When not at work, I spend my time traveling, biking, gardening and volunteering in the community with Cape Christian Church and raising awareness for the Alzheimer's Association.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

My Personal Interests

  • Cycling
  • Spending Time with Family
  • Traveling
  • Gardening
  • Photography

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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