I have been a financial advisor with Edward Jones since 2016. I hold an MBA from the University of Colorado, Denver. Prior to joining the firm, I worked in human resources for 15 years, most recently as a human resources business partner. To better serve my clients, I earned the CRPC® professional designation.

Using an established process, I work to understand what is most important to my clients and strive to earn their trust. I listen closely to learn their individual stories, life priorities and investment goals. Using all available information, I create customized financial strategies. Once these strategies are in place, I maintain regular contact with my clients to help keep them on track. To provide a comprehensive service, I regularly collaborate with your CPAs and attorneys, always keeping client information confidential.

I am proud to serve a wide variety of clients, whose goals range from growing wealth to saving for higher education expenses to planning and living a fulfilling retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also small business owners with whom I help create strategies for business succession, asset growth and tax reduction. No matter their situations, my clients appreciate my values and dedication to doing what is best for them.

I am a natural coach and teacher. I relish the opportunity to help clients understand their finances and love getting them to feel excited about how and why they are saving. My branch office administrator, Shannon Dyer, and I aim to provide exceptional client service.

Outside of my role with Edward Jones, I support local businesses as the Vice-Chair of the Ambassador Team of the Aurora Chamber of Commerce. I am also a graduate of the 2019 Leadership Aurora program. In my free time, I enjoy traveling, scuba diving, hiking and musical theater.

My Personal Interests

  • Traveling
  • Scuba Diving
  • Art & Theater
  • Gardening
  • Pets

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

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