My husband and I have two sons, one at West Point and one in high school. Within the firm, I serve as the Western division leader of the Ted Jones Coaching Program. I attended Barron’s Top Advisors Summit in 2018 and have received multiple invitations to Barron’s Top Women Advisors Summit.
Past accomplishments include attending 15 Managing Partner’s Conferences, which recognizes the top 2% of Edward Jones branches. In addition, I was ranked in the 2022 Forbes Best-in-State Wealth Advisors ( April 2022, data as of 6/30/21) and 2022 Forbes Best-in-State Top Women Wealth Advisors ( February 2022, data as of 9/30/21). The knowledge and care he provided made a significant impact on my work, and I am forever grateful.Īs a result of my clients’ satisfaction and success, our branch qualified for Edward Jones Drucker Council in 2022, recognizing teams who exemplify what it means to be purpose driven, setting the standard for client service excellence and driving for the right results through deep personal relationships. I partnered with my father for the first five years, until his retirement. In 1997, I returned home to Boise to become a financial advisor with Edward Jones. I began my career with American Funds and later joined PaineWebber in Seattle. I graduated cum laude with a degree in business administration from The College of Idaho in 1993 where I was a scholar athlete. Raised in Boise, I learned about Edward Jones from my father, who began his career with the firm in 1982. I am especially passionate about guiding and empowering women in transition. I have also managed custom-built portfolios for multigenerational families and truly appreciate their trust and loyalty. I have helped clients prepare for and enjoy their retirement years. As a financial advisor, I am genuinely interested in my clients’ goals and dreams and have the privilege of helping them create and ultimately live out the retirement picture they have imagined.ĭuring my career, I have dedicated my time to understanding my clients’ complex needs and guiding them to achieve their unique versions of success.
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