We are an established financial advising team that serves clients from generation to generation. Using an established process, we partner with individuals by providing guidance and advice around accumulating, managing and transferring their wealth.

Professionally, I became a financial advisor with Edward Jones after working almost three decades in health care and technology. I chose to work with Edward Jones because of my own experience as a client and the human-centered approach to managing wealth. Throughout my time with the firm, I have served in several of our firm's regional leadership roles. In my community, I am a member of the Shasta County Cattle Women's Association, both Anderson and Cottonwood Chamber of Commerces and a board member of the Cottonwood Community Park.

Originally, from Taylorsville, CA, I have lived in Shasta / Tehama County since 1988. I have been married to my husband, Joe, for 32 years. We have three adult children and three grandchildren. We enjoy outdoor activities, reading, sewing, gardening, traveling and trying new adventures.

Since joining Edward Jones, I have received the following awards and achievements: the Edward Jones Eagle Award; Zeke McIntyre Pioneer Award; Spirit of Partnership Award; and the Ted Jones Entrepreneurial Achievement Award.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Home Improvement
  • Crafts
  • Fishing

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 By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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