In 1984, I began my career and joined Edward Jones in 2009, where I assumed responsibility for the Hamilton, MT office.

I earned a bachelor's degree in forestry from the University of Montana in 1981. In 2010, I earned the AAMS® designation from the College for Financial Planning. This professional designation recognizes individuals who successfully complete a 12-module professional education program, pass a final examination, commit to a code of ethics and agree to pursue continuing education.

During my career at Edward Jones, I have received numerous awards, including the John Bachman Award, 2009; Jack Phelan Award, 2009 and 2010; Century Award, 2010; Regional Leader Award, 2010; Ed Armstrong Award, 2011, 2012, 2016 and 2017; Eagle Award, 2011, 2012, 2013, and 2014; Jim McKenzie Award, 2013, 2014, 2015, 2018, and the Goodnight Plan Award, 2015.

My husband, Rich, and I have two daughters, Arnica and Athena. I am an active member of the community, having been involved in Chicks and Chaps, Ballet Bitterroot, Bitterroot Chamber of Commerce, Hamilton Downtown Association, Groovz Dance, Sprinkle Pink, S.A.F.E., Walk to End Alzheimer's, O'Hara Commons & Sustainability Center and Linda Massa Youth Homes, where my husband and I are state-approved to do art projects with the youth. I am currently president on the board of directors at Emma's House.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:30PM
Sat Closed
Sun Closed

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