Allowing someone into your financial world is a deeply personal and overwhelming decision. As a financial advisor for Edward Jones, I fully understand this, which is why I believe it is essential for me to understand what is most important to you and what you are working toward before investing your hard-earned money. I will work closely with you to determine a personalized strategy for you and your family. Whether you are saving for education, planning for retirement or protecting your estate, I am here to understand your risks and goals and to help you get to your financial destination successfully.
My passion for helping others started early in my career. While working at a credit union after high school, I witnessed different ways people could grow their money. I was intrigued by this and developed a deep desire to share these methods of working toward financial goals with everyone. I have the heart of a teacher and enjoy educating my clients about the investments options I present to them.
I consider my relationships with my clients to be of utmost importance, as they allow me to understand their very different and individual priorities. It truly warms my heart when I witness a client accomplish the financial goals we have established together.
Born and raised in west Michigan, I love it here. I believe we have the most beautiful state and thoroughly enjoy every season. I love meeting people in the community and enjoy working with them to organize and host local events. When not attending these, you can find me out with friends or family enjoying sporting events or a great concert.
If you are searching for a trusted financial advisor, I invite you to take that first step and call our office to schedule an appointment. My Branch Office Administrator, Rebecca VanDeWege, and I are committed to delivering personalized client care with a familiar voice and a local presence. We look forward to meeting you.
- Retirement Income Strategies
- Business Retirement Plans
- Insurance & Annuities
- Hispanic Family Finances
- College Savings
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Office Address295 Main St
Coopersville, MI 49404 opens in a new window