My primary goal is to help individuals and families develop a financial strategy geared toward their unique, long-term goals. Whether you are saving for a child’s education, your retirement or just need to get your financial house in order, we can build a plan together that you will feel comfortable with.

We focus on serving the financial needs of individual investors of all ages and financial means and take pride in the fact that this is a safe place to ask all of your questions. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.

Community
My roots in our community run deep, as I am not only born and raised here, but many generations of my ancestors were as well. The connections in this community overlap and intertwine in a way that is very unique and I often find that someone I have known for a long time through business, turns out to have a family connection also. It only makes sense that I treat every client like I would a friend or relative, no one is ever just a number.

Family Life
I have been happily married to my best friend Roger since 2009. Our home is right here in Penetanguishene, and although we are now empty nesters for the first time we always have a menagerie of four legged "kids" to keep us busy.

Volunteerism
I am an active volunteer with several charitable organizations, including the Penetanguishene Rotary Club and Big Brothers Big Sisters of North Simcoe. My husband and I have combined our motorcycle riding hobby with our desire to help our community by participating in, and sponsoring, several local charity rides. I have also been a member of the Midland & District Business Women's Association and a volunteer foster home for dogs with Homeward Bound Rescue.

At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting my office so that I can focus on helping you reach your long-term financial goals. I look forward to helping provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your unique situation and options.

Focus areas

  • Intergenerational Planning
  • Divorce Finances
  • Retirement Savings Strategies
  • Socially Conscious Investing
  • Special Needs Financial Considerations
  • Education Savings Strategies

My Personal Interests

  • Animal Rescue
  • Volunteering
  • Spending Time with Family
  • Motorcycles
  • Health & Nutrition

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 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 Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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