Experience and Background
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. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
I began my Edward Jones career in 2009 as a financial advisor in Aurora. Today, Edward Jones serves the community from two convenient locations.
I earned a bachelor's degree in marketing from Miami University in Oxford, Ohio. In addition, I received the AAMS® professional designation in 2015. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My husband, Steve, and I have three daughters. Active in the community, I am on the executive board of the Aurora Chamber of Commerce, where I serve as vice president and chairperson of AWiN, Aurora Women in Networking group. I am also a member of the Rotary Club of Aurora.
My branch office administrator, Dawn Denman, has 14 years of experience and is dedicated to providing you 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. She also supports the greater Cleveland community by being a volunteer for Medworks.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients unique goals and needs. At Edward Jones, were focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.