I have been with Edward Jones since 2006 and have been a financial advisor since 2008. In order to better serve my clients, I earned the AAMS® professional designation from the College for Financial Planning.
Using an established process, I build personalized financial strategies to help my clients fulfill their dreams, plans and goals. I take the time to ask essential questions and listen intently. I then construct measureable objectives tailored to my clients' circumstances. Once the strategies are implemented, I maintain regular contact with my clients to inform them of any developments and keep them on track. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs, attorneys and other trusted professionals, always keeping client information confidential.
I am proud to serve a wide variety of clients in multiple states, whose goals range from saving for higher education expenses to living a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also small business owners with whom I create strategies for business succession, asset growth and tax reduction.
I sincerely enjoy getting to know people and helping them thrive. One of my greatest joys is when people share with me the good news of a new child in the family or their decision to retire, knowing that they can do so comfortably. While I like the challenges of my job, what I enjoy most is building relationships with my clients, treating people like family and helping people through the ups and downs of life.
Outside of my role with Edward Jones, I serve my community as a member of the Anderson County Woman's Club and my church as a member of my Home Group. I also enjoy traveling, being on the lake, riding motorcycles with the Electric City Harley Davidson Chapter and spending time with my family and friends.
My Personal Interests
- Personal Fitness
- Health & Nutrition