I have been a financial advisor with Edward Jones since 2016. Prior to joining the firm, I worked as a sales manager with AT&T.
Using an established process, I build personalized financial strategies for my clients that are designed to help achieve their unique goals. I take the time to get to know my clients and understand what is most important to them. I also consider their risk tolerances and life goals in crafting their strategies. Once those strategies are implemented, I maintain regular communication with my clients to help keep them on track. To provide a comprehensive service, I collaborate with a team of CPAs, attorneys and other trusted professionals as needed, always keeping client information confidential.
I am proud to serve a wide variety of clients. I regularly work with multi-generational families to develop unique strategies of wealth transfer and with individuals planning and living in retirement. Many of my clients are also small business owners with whom I create strategies for business succession and asset growth. Though I work with clients from all industries, I have extensive experience in working with medical professionals. I am especially passionate about helping advance female investors.
I love building relationships with my clients and helping guide them through all of life’s stages. I appreciate the trust that I have earned with my clients.
Outside of my role with Edward Jones, I am an active member of my church and teach religious education to second graders. I am also a volunteer with ACTS Community and serve as the membership chair of Altrusa International of Temple. In my free time, I enjoy traveling, swimming, gardening, meeting with my book club and spending time with my family.
My Personal Interests
- Spending Time with Family
- Community Outreach
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More