Edward Jones

Focusing strongly on small business, families, estate and legacy planning and especially supporting women and seniors I tailor strategies to meet a range of unique financial goals.

Serving clients as a dedicated financial advisor located in Basalt, CO I bring a lifetime of local insight and a genuine passion for helping my clients succeed. Moving to Aspen in 1975 I have a deep generational connection to our local community and this bond enriches my approach to financial advising. With a strong entrepreneurial spirit, I spent over two decades running my own tax practice. I have also owned a high-end woman's clothing boutique and even had a booth at music festivals for many years.

Living on a ranch with my husband Pete and our daughter Storey, we feel incredibly blessed to be part of this vibrant mountain community. Prior to starting my career in 2025 with Edward Jones, I was licensed as an Enrolled Agent authorized by the federal government allowing me to bring a strong tax perspective into my financial advising. I've received my bachelor's degree in communication from the University of Colorado-Boulder, as well as holding the CRPC designation from the College for Financial Planning. The College for Financial Planning awards the CRPC designation to individuals who complete a comprehensive program in retirement planning, adhere to a code of ethics, and pursue continuing education

Small but mighty. Although I work from a small office in Basalt, CO. there is great piece of mind knowing that my branch is supported by thousands of Edward Jones team members leveraging advanced tools and support so that I can help ensure you receive the most current and comprehensive guidance. I also welcome the opportunity to work with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

 "Taking an idea and turning it into an actuality makes my heart sing". 

 I welcome the opportunity to get to know you!