I run a client-centered practice, focusing on what matters to you at each stage of your life. I partner with our clients' CPAs and attorneys as needed to design and implement a personal strategy for financial fulfillment.

I have been partnering with clients to solve their needs and goals for over two decades. I enjoy our clients and celebrate their successes along the way! When we partner together, you are choosing to plan and enjoy life's journeys, those we hope for and those we need to plan for.

I graduated magna cum laude in finance and economics from Grand Canyon University and hold my AAMS® professional designation from the College for Financial Planning. I have two lovely yet feisty fur babies, and have served on the board for nonprofit organizations, working tirelessly to make a difference in our world. My husband of over 20 years shares my mission of making a difference and serving our clients as a fellow Edward Jones financial advisor.

My goal is to provide the most ideal client experience that I can. I am so fortunate to partner with the people who make up our client family, and I hope you will join us as well.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews

My Personal Interests

  • Animal Rescue
  • Hiking
  • Mountain Biking
  • Skiing
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed
Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More