Living and working in the community of Lawrenceburg, KY grants me the privilege to serve on the board of directors of the Anderson County Chamber of Commerce and as a member at the local Rotary Club. It's important to me to serve the community and gives me pleasure knowing I play an integral role in its success. Together with my husband, we have two dogs that we relish taking for walks. Other activities I enjoy include running, hiking, scuba diving, and, recently – golf!

Since starting my career with Edward Jones in 2013, I've been able to attain further education in the financial realm. I hold my CFP® and Chartered Retirement Planning Counselor (CRPC®) professional designations. These tools give me perspective in helping clients see the bigger picture when it comes to estate considerations, planning for retirement and offering financial advice for what life has to offer.

Currently, I serve as a member of the volunteer advocacy Edward Jones Grassroots Task Force, dedicated to making the voice of the individual investor heard on Capitol Hill. Comprised of Edward Jones Financial Advisors and Branch Office Administrators from all 50 states, we inform them how their decisions impact you.

In our branch, we focus on you! The personalized attention given by any branch team member is consistent. By understanding what's important in your life, we develop personalized strategies to help you achieve your goals. Finally, we want to partner with you through your life so that you're best prepared to achieve them. We do this by asking questions, listening to responses, and holding regular meetings. My Branch Office Administrator, Giselle Diaz, is dedicated to providing you with the highest level of service possible and is only a phone call away.

It is my honor to serve on the Grassroots Task Force and here in our community, and it would be an honor to serve you and your family as well. Call our branch today to schedule an appointment to discuss your financial goals.