Business Directory

As an Edward Jones financial advisor, there is nothing more important to me than understanding what's important to you. Only then can you and I work through our established process to help you build personalized strategies and the specific actions needed to achieve your goals. I'll continue to partner with you and your family throughout your life, revisiting your goals and risk tolerance, as well as the strategies we've developed, to help keep you on track toward your goals.

In 2011, I began my Edward Jones career as a financial advisor in Durham; however, I have been with the firm since 2007. Today, Edward Jones serves the community from many convenient locations.

I attended North Carolina Wesleyan and graduated magna cum laude in 1998 with a bachelor’s degree in business administration. I have my Series 7, Series 66 and life insurance license.

I have been married to my husband, Jim, for 24 years. We live in Durham and our daughter, Courtney, and her family live in Ocean Isle, NC.

My branch office administrator, Beth, has eight years of experience dedicated to providing clients with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

We strive to provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.