About

I am proud to say that in 2011, I began my Edward Jones career as a financial advisor in Stuart, Fla. I am an AAMS® professional, which has allowed me to deepen my knowledge of investments and strategies that are helpful to my clients.

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family so that you can protect and achieve your personal goals. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

Within Edward Jones, I have served as a field trainer to new financial advisors, a mentor, level leader, diversity and inclusion leader, and women's WINGS leader. In 2022, I was honored to receive the Ted Jones Spirit of Caring Award, which recognizes the person who most exemplifies the values, culture and spirit of giving back. Currently, I serve as the culture of compliance and community impact leader.

I was born and raised in Rochester, N.Y. I moved to Florida in 1996 and reside in Martin County with my husband, Jason, our son and a Labradoodle.

I have been active in business and civic affairs in Martin County for many years. I have been a member of the Chamber, Soroptimist of Stuart and LEADERship of Martin County. I also volunteer with the Alzheimer's Association, United Way and other nonprofit organizations.

At Edward Jones, I am focused on you. Our firm has thousands of people and advanced technology supporting my office so I can help you reach your long-term financial goals. I provide a highly personalized service. All aspects of my business are aligned to help me better understand and meet my clients’ unique goals and needs.

My senior branch office administrator, Lauryn Sweeney, and I have partnered since 2019. Together, we strive to provide the highest level of service possible.

We would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact us to discuss your situation and options.

Lauryn and I look forward to serving you and your family.