As an Edward Jones financial advisor, I believe it's important to invest time to understand what you're working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

In 2007, I began my career as a financial advisor. I've built my business by treating clients as I would want to be treated, a simple idea that still makes sense in today's complex marketplace.

With Edward Jones, I've received various Edward Jones Achievement Awards (2011-2019). I've served as field trainer for new financial advisors, regional advocate for financial assessment tools and technology, secondary growth leader, and as area leader for women and diverse financial advisors across three regions.

Prior to Edward Jones, my career spanned six industries in various levels of management, traveling globally with Michelin, Wal-Mart and GlaxoSmithKline.

I earned dual bachelor's degrees from North Carolina State University in economics and business management and a Spanish minor. I received the AAMS® professional designation in 2010.

My civic and business activities have included member/leader roles in the Wake Forest Chamber, Wake Forest Women in Networking, Wake Forest Women's Club, the National Association of Women Business Owners of Greater Raleigh, and volunteering with Alzheimer's Association.

I grew up in the Raleigh area. I've been married to Jerry for over 30 years and have two sons, Bryan and Aaron.

Also serving your needs is Rhonda Testa, senior branch office administrator and a seasoned partner. She's dedicated to providing the highest level of service possible and is able to assist with your account processing.

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. We're focused on you.