The opportunity to earn your trust as you begin to share information about yourself, your family, your partner, your needs, your goals and your worries and so much more is one of the most rewarding aspects of being a financial advisor. Once I understand where you are today and where you want to be, we will build a personal and easy to understand strategy together. Having a strategy will help you become more goal-focused in order to fulfill your dreams. After our initial meeting, should you grant me the opportunity to work with you, I'll consistently keep the lines of communication open, and together we will adjust your strategy accordingly based on your life changes.

I joined Edward Jones shortly after unexpectedly losing my mother; our family struggled with the unknown because of lack of planning. I want to help other families not have to struggle, to gain an enjoyable retirement and to be a shoulder to lean on when things aren't going your way. I will work tirelessly as an Edward Jones financial advisor – I believe it’s important to invest my time to understand what you’re working toward before you invest your money. The financial world can sometimes seem like foreign territory; I can work one-on-one with you to help determine an appropriate financial strategy for you and your family.

Prior to joining Edward Jones, I worked as a finance director in the recreational industry for 30 years. I came to Edward Jones in 2023 because I want to help individual investors work toward achieving their financial goals.

Originally from Asheville, NC, I have lived in North Port, Florida, since 2016. To be part of this community, in my free time, I volunteer with Habitat for Humanity. However, my most gratifying, and sometimes challenging, role is that of mother and wife. My spouse, John, and I have four children and have been married for over 35 years.

At Edward Jones, we focus on you. The firm has thousands of people and advanced technology supporting our office so that we can help you and your family reach your long-term financial goals. Please feel free to reach out to me and I will do my best to
serve you and your family.

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