About

Areas of Focus

Retirement Savings Strategies | Intergenerational Planning | Estate & Legacy Strategies 

Charitable Giving | Divorce Finances | Sustainable Investing

Are you managing your money in a way that is improving your lifestyle?

Let me be a safe space for you and your family.

As a single mom, ever balancing an executive career with parenting, I learned the basics of investing far before I even knew what to ask. Thankfully, my own financial advisor didn't hesitate to be my go-to strategic safe space when I needed someone the most.

When I bought my first home; when education savings needed navigation; when I changed employers, then careers;
when I faced a crisis of health ...

As a result of learning and asking questions, my daughter and I have benefited from long-term investing, practical planning and thoughtful strategy. It isn't magic.

At Edward Jones, every strategy and solution we recommend is based on what's important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies that move you toward achieving them.

I'm an experienced strategic leader with a demonstrated history of working in the financial services and health care industries. In addition to my AAMS™ and CRPC™ designations, I hold federal and state securities and insurance licenses, as well as a Master’s degree in marketing from Webster University in St. Louis, MO, and a Bachelor's degree in journalism from the University of Missouri - Columbia.

I was privileged to build a branch as a financial advisor with Edward Jones in my hometown of O'Fallon, IL, followed by three years as part of an elite team of traveling financial advisors, taking care of Edward Jones clients all over the country. Prior to joining Edward Jones, I served in health care as the vice president of marketing and education for the global premium medical device equipment co, ROHO, Inc., before moving on to lead Southern Illinois division communications for Hospital Sisters Health System. I'm additionally a certified yoga instructor from the Kripalu Center for Yoga and Health in Lenox, MA.

Your financial health is personal. Please call to see if we are a good match.