What’s important to you? At Edward Jones your dreams and goals are the focus of our conversation. Just like solving a puzzle, we work together to fit all the pieces into your personalized picture. It involves more than just investment choice. Working with your tax preparer and attorney, we explore possible strategies for tax savings and estate transfer. We explore how and when to maximize Social Security benefits. We also explore preparing for the unexpected things of life including a sudden death or long-term illness.
I came to Edward Jones later in my professional career after having worked for family owned businesses and non-profit organizations. I believe the exceptional training that Edward Jones provides along with the lessons learned through years of experience have made me better able to partner with clients as a financial advisor.
It is critically important to me that my clients feel empowered to control the activities that can be controlled and that they know that I’ll be with them for their entire life to help navigate the expected and unexpected.
My husband, Dan, and I moved from west Michigan to the beautiful Verde Valley in Arizona more than 15 years ago. I fell in love with the area the minute we crested the mountain and view our relocation as one of the best moves of my life. I enjoy serving the Cottonwood community in multiple ways and, in my spare time, I like to cook and read.
The Edward Jones commitment to service resonates deeply with me; service to our clients, to our family, to our community and to one another. I am proud to be an Edward Jones financial advisor and am grateful for the folks who have invited me to walk with them on the journey toward their financial goals. It would be a pleasure to learn about the things that are important to you. I look forward to a conversation.
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