As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before investing your money. Working with you, 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.

I graduated from University of California-Santa Barbara with a degree in business and economics with an emphasis in finance. In 2009, I received the AAMS® designation.

Originally from Great Falls, MT, I have lived in Yreka since 1986. My career began in Montana as a personal banker at Wells Fargo Bank in 2004. In 2006, my investment advisory career began at Wells Fargo Bank and continued with UBS Global Asset Management before moving back to Yreka. In 2008, I began with Edward Jones as a financial advisor in Yreka.

Since joining the firm, I have received the following awards: Regional Leader Award, 2009; A.F. McKenzie Award, 2009; Winner's Circle, 2009; Pacesetter Award, 2009; Jack Phelan Award, 2010 and 2012; Century Award, 2010 and 2011; Jim McKenzie Achievement Award, 2011; Eagle Award, 2011, 2012, 2013 and 2014; Financial Advisor Leader's Conference, 2012; Frank Finnegan Award, 2013, 2014, 2015, and 2016; AF McKenzie Award 2017, 2018, 2019, 2020; and Field Trainer, 2014-2021.

I have qualified to attend the Edward Jones Women's Conference, an honor reserved for the firm's top successful women financial advisors, annually since 2015.

At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office, including my senior branch office administrator, Chris Bowers, who can help you reach your long-term financial goals.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies

Office Information

Office Hours

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

Branch Team

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