My connection with the financial world started back in college when I chose to major in both finance and accounting. Right after school, I started my career in the public accounting world but soon felt something was missing. As I explored other career options, I realized my passion was with people — to work closely with them to help them achieve goals and make meaningful impacts on their lives. When I found Edward Jones, I knew it was the perfect career for me because it let me do just that. I know I am fulfilling my purpose when I invest my time to understand, plan and partner with you to help achieve your financial goals.

As a former accountant, I am always working both my finance and accounting minds to determine the best plan of action for your life strategy. With my prior experience, I have a lot to bring to the table, no matter your unique situation. Of course, I'm no longer in public accounting, so we will need to reach out to your current tax professional for tax advice.

In 2019, I joined Edward Jones because I wanted to provide a more personal and in-depth level of service to my clients. Working closely with you, your CPA and other professionals, we can create a personalized financial strategy to help you reach your financial goals. Life changes, so this strategy we're developing is meant to be flexible. I'm here to help adjust and keep you on track.

In 2023, I completed an educational program and earned the Certified Exit Planning Advisor® or CEPA® designation to help business owners. The training courses that make up this designation expanded my knowledge base in the following business-focused areas:

- Discussing business readiness and strengthening personal financial strategies

- Exit planning considerations for business owners

- Integrating strategies into professional, personal, and financial goals, and

- Estate and charitable intent strategies

Coming from a family of 10, I learned how to care for others, and I love the opportunities I've had to serve in the El Dorado community through the Service League, Kiwanis Club, Historical Preservation Society, Main Street and church organizations. I live in Marysville, a community between El Dorado and Magnolia, with my husband, Ethan, six dogs and two cats. This family ebbs and flows due to my husband's dog training and deer tracking businesses that keep us busy year-round.