Experience and Background
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding 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 goal strategy so you have more options when you retire, regardless of what you decide to do.
I began my Edward Jones career in 2003 as a financial advisor in Sylvania Township. Today, Edward Jones serves the Sylvania community from several convenient locations.
I earned a Bachelor of Science degree in education from BGSU in Bowling Green, OH, where I majored in sports management and minored in business. In addition, I received the AAMS professional designation in 2011. I also hold a Series 7 Security License and a License in Life, Health, and Annuities.
In 2008, I received the Distinguished Community Woman of the Year Award from the Girl Scouts of Western Ohio. I am also a lifetime-certified Toastmaster. In 2000, 2001, and 2010, I ran and completed a full marathon. I have also ran and completed several half marathons.
I am active in the community, serving as a member of the Sylvania Rotary, the Sylvania Chamber of Commerce and ProMedica's Planned Giving Advisory Board. I am also a member of Business Network International (BNI) and the Women's Entrepreneur Network (WEN).
My senior branch office administrator, Mary Ann Kahl, has been with my office since 2007 and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning any of your administrative needs