My connection with the financial world started back in college where I chose to major in both finance and accounting. Right after school, I started my career in the public accounting world, but soon felt there was something missing. As I explored other career options, I realized my passion was with people – to work closely with them to help them achieve goals and make meaningful impacts on their lives. When I found Edward Jones, I knew it was the perfect career for me because it let me do just that. I know I am fulfilling my purpose when I invest my time to understand, plan and partner with you to achieve your financial goals.

As a former accountant, I am always working both my finance and accounting minds to determine the best plan of action for your life strategy. With my prior experience, I have a lot to bring to the table, no matter your unique situation. Of course, I'm no longer in public accounting, so we will need to reach out to your current tax professional for tax advice.

In 2019, I joined Edward Jones because I wanted to provide a more personal and in-depth level of service to my clients. Working closely with you, your CPA and other professionals, we can create a personalized financial strategy to help you reach your financial goals. But, as a I always say, "Life changes". This strategy we're developing is meant to be flexible. I'm here to help you adjust and keep you on track.

I live in Marysville, a little area in between El Dorado and Magnolia, with my husband, Ethan, two dogs (Watson and Lady), two bunnies (Flynn and Beverly) and one cat (Helen). Coming from a family of ten, I learned how to care for others, and I love the opportunities I get to serve in the El Dorado community through the Service League, Kiwanis Club and Club Blue.

Let me hear about your unique experiences that guide your goals and aspirations. Let me provide you with the highest level of personalized service possible. Let me fulfill my purpose.

See you soon!

Focus areas

  • Business Retirement Plans
  • New Investors
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Socially Conscious Investing
  • Intergenerational Planning

My Personal Interests

  • Outdoor Enthusiast
  • Board Games
  • Sports Enthusiast
  • Crafts
  • Traveling

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 - 05:00PM
Sat By Appointment Only
Sun Closed
Request an Appointment

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