I have been a financial advisor with Edward Jones since 2009 and have worked in the financial industry for almost 15 years. To better serve my clients, I earned the AAMS® professional designation. Prior to joining Edward Jones, I graduated from the University of Oregon Business School.
My mission is to help clients build a solid framework for making informed decisions relating to their financial paths. My relationships begin with identifying what is most important to my clients and then building customized strategies to achieve those goals. Once the strategies are implemented, I partner with my clients throughout the transitions of life. In order to provide a comprehensive service, I collaborate with my clients’ CPAs, attorneys and other trusted professionals.
I focus on a small number of clients in order to provide in-depth service. I regularly work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also business owners with whom I create strategies for business succession, asset growth and tax reduction.
I was named a limited partner of Edward Jones in 2015. In the last five consecutive years, I qualified to attend the Edward Jones Women’s Conference as one of the top 221 female financial advisors. In 2017, I was chosen to attend the Barron’s Top Advisors Summit, an honor reserved for the top 1 percent of financial advisors at the firm.
My team includes Sr. branch office administrator, Alyssa Hathorn, a team member of five years.
Outside of my role with Edward Jones, I love to give back to the community I grew up in. In my free time, I enjoy spending time with my family, traveling, camping, cooking with my daughters, hiking and reading.