I have been a financial advisor with Edward Jones for over ten years. In addition to my other certifications, I hold the designation of CFP®, in order to better serve my clients.
Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique financial goals. I take the time to truly listen to my clients and construct measurable objectives tailored to their circumstances and aspirations. Once the strategies are implemented, I maintain consistent contact with my clients to inform them of any developments and address any needs or changes in their situations. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs, attorneys and other professionals, always keeping client information confidential.
I am proud to serve a wide variety of clients whose goals range from growing wealth to saving for higher education expenses to planning and living a successful retirement. I regularly work with multigenerational families to develop unique strategies of wealth transfer. Many of my clients are also business owners with whom I create strategies for business succession, asset growth and tax reduction. My clients are assured that I will work tirelessly to help them achieve their goals.
I am a dedicated financial partner. I empower my clients to feel engaged and in control of their personal finances. Personally, there is no greater joy than helping my clients find confidence and freedom in their financial futures.
Outside of my role with Edward Jones, I enjoy spending time outdoors with my husband, family and friends. I especially enjoy skiing, running, golfing and gardening. My interests also include delicious food, wine and travelling.
My Personal Interests
- Outdoor Enthusiast
- Wine Collecting/Enthusiast