As your dedicated Edward Jones branch team, Mary Haley and I believe it is so important to get to know what is truly important to you before creating a custom financial roadmap for you, your family and your business. We want to get to know you and what goals you are working toward, so we can partner together to help you stay on track towards achieving them. I work closely with your CPA, attorney and other professionals to craft the most effective, tax-conscious strategy for you, your family and your business. I love partnering with business owners to determine what retirement plans are best for their company and situation.

As an AAMS™ and CRPS™ designee, I am dedicated to continuing to increase my knowledge to be able to provide better, deeper advice and service. I think it is very important to stay on the cutting edge with all new legislation, tax laws and investment news to be able to guide my clients. As a CEPA® designee, I work with business owners to build value into their businesses to prepare the business to sell and to help them plan their next phase of life!

I absolutely love being a partner in this firm that truly puts our clients' needs first. I enjoy working with clients of all backgrounds but have found a special affinity for business owners, women in transition and multi-generational families with complex estate needs.

I live with my wonderful husband, two amazing daughters and our two fur babies – a Frenchie and a Golden Retriever. We've called Stevenson Ranch home since 2012. We love our community, and we are active in many local charities, including our own "Hats for Hope" where we make and collect handmade or store-bought hats to donate to women going through chemo at local hospitals during the winter months.

I look forward to the opportunity to answer any questions you may have and to work together to help you achieve (and maybe even surpass) your goals! Please contact me or my branch office administrator, Mary Haley, at our office at (661) 799-2789.