The relationship we build with each other – and the trust that evolves – is the foundation of our work together. It is, after all, your hard-earned money, your goals and dreams, and your family we're talking about. We'll explore the things that matter most to you, take a look at where you are and map out a path to where you want to be.

I chose to join Edward Jones because our values mirror each other. Priority #1 is our clients. As a partnership, we have no stockholders to please – only our clients. And our approach is relationship-based and holistically focused – What is the big picture? How do we balance short- and long-term goals? How do we both build your wealth and protect it?

Perhaps the most common goal among clients is retirement. It's a major transition and often a time of apprehension. I've worked side-by-side with many clients to ease the transition, from answering questions about the level of savings to restructuring the portfolio for an income stream. Whether it's retirement or another goal, we'll meet regularly to stay on track. Our priority is what makes sense for you, regardless of what the media touts as the trendy new investment.

In hindsight, I was destined to help clients set and reach their goals. As a child, my father preached saving for the future. In university, my finance class connected math concepts to the impact of money in our lives. And 23 years ago, I took a job as a bank teller, which kindled my interest in helping people manage their money. Since that time, I've served in financially-focused advisory roles.

My husband and I have four children ranging in ages from 12 to 28. We've lived in the area for the past 23 years. When I have a free moment, I grab a good book.

Focus areas

  • Business Owner Considerations
  • Education Savings Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Protection Strategies
  • Wealth Strategies

My Personal Interests

  • Camping
  • Football
  • Hockey
  • Pets
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

More to explore

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Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

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