Financial Services
Hours:
Monday - Friday: 9AM - 4:30PM
Fueled by idealism and a desire to help others, I began my career in nonprofit and public service. After my second child was born, I joined a wealth management team in 2018 to marry my desire to serve others with a calling to provide greater financial security for my own growing family.
As an Edward Jones financial advisor, I work with women and families to help them achieve their life's goals and dreams – whether it's retirement, education planning for children, estate considerations, divorce/loss of spouse, special needs considerations or socially responsible investing. My greatest desire is to help my clients have financial clarity and confidence, knowing that their families are financially secure.
When I'm not at the office, you can commonly find me with my nose in a book. On the weekends, my husband, Chuck, and I enjoy hiking and traveling with our children – Charlie, Crosby and Kaia. Our family are active members of Wilmington Friends Meeting and we love being host parents to a 17-year-old Italian exchange student.
I hold the Series 66 and 7 registrations, Ohio insurance licensing, as well as the Chartered Retirement Planning Counselor™ and Chartered Socially Responsible Investing Counselor designations from the College for Financial Planning.