Trusting someone to handle your finances is a scary, daunting and personal venture. Taking a focused overview of your unique financial situation and asking about your future short and long-terms goals is the foundation of how I build an honest and trusting partnership with clients.
In late 2019, I decided to move forward after 14 years as a small business owner and start a new venture. Part of my decision to work as a financial advisor was due to my single mom’s years of experience with Edward Jones. Her financial advisor’s passion, caring guidance and commitment to my mom’s financial goals resonated with me. After raising two kids and while working all her life, I witnessed and cheered as she retired at 69 and moved into her dream house for retirement.
My personal commitment is to focus on each individual client’s needs, goals and dreams by creating a lasting and continuing relationship that grows and develops through our mutual partnership. By understanding what is important and critical to you through our initial conversations, we can begin to develop a customized strategy and continue to grow and migrate that strategy throughout your life. Whether you are looking for a retirement strategy, college savings or incorporating savings and investments for your business and personal needs, I can partner with you and guide you through these life changes with Edward Jones.
- Retirement Savings Strategies
- Portfolio Reviews
- New Investors
- LGBT Finances
- Divorce Finances
My Personal Interests
- Movies & Entertainment
- Spending Time with Family
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