I am a CERTIFIED FINANCIAL PLANNER® professional and have been a financial advisor with Edward Jones since 2016, helping individuals and families build personalized financial strategies aligned with what matters most to them. In 2025, I was joined by Carla McBride as branch office administrator. Carla brings more than 20 years of Edward Jones experience, strengthening our team’s ability to deliver
knowledgeable, responsive and personalized service. As a branch team, Carla and I believe strong relationships are built on open communication, honest feedback and a personal touch. Clients appreciate that when they call our office, they reach a real person who understands their goals and priorities. My team serves a wide range of clients whose goals include planning for and enjoying a fulfilling retirement, preparing for unexpected life events and planning for healthcare costs. We also work with multigenerational families to develop thoughtful wealth-transfer strategies — because good planning should benefit today’s goals and tomorrow’s generations. I follow an established process to uncover what is most important to each client. I listen to clients’ stories, values and objectives, then use that insight to create customized financial and investment strategies. I maintain regular contact to help clients stay on track as life — and the markets — change. I am passionate about values-based investing, helping clients align financial decisions with what matters most to them — not just on paper, but in real life. Outside the office, I enjoy traveling with my husband, Keith, and spending time with our two dogs, Pepper and Tessa. I believe a well-planned life should still leave room for adventure (and the occasional unplugged moment). Carla and her husband, Patrick, enjoy cruising around the Caribbean and hitting the open road. Carla is also a supporter of live theater. Both Carla and I share a love of musical theater — so if you hear a little singing coming from the office, consider it a sign of a team that genuinely enjoys what we do. Carla and I welcome the opportunity to discuss how we can help you build a strategy designed for your goals, your values and your future. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the U.S.
