The cornerstone of my financial investment philosophy is that people don't plan to fail, but rather, fail to plan. With that in mind, I believe it’s essential to partner with my clients to develop a financial strategy based on their lives' priorities and long-term goals.
The financial world can sometimes seem like unchartered territory; I work one-on-one with my clients to develop the most appropriate strategy and partner with them throughout their lifetime to help keep them on track.
Previously, I held executive level positions at JP Morgan Chase and the Federal Reserve Bank of Chicago. My 20-year career within the financial industry, coupled with my degree in electrical engineering from The University of British Columbia, Canada, has helped me develop a keen eye for quality and discipline. I came to Edward Jones because I wanted to use my combined experience to help my clients maximize their financial potential.
My life's journey, originating in Europe, Canada, Chicago and now, beautiful Tampa, has taught me that people's priorities differ broadly and therefore "one-size-fits-all" solutions are rarely appropriate. In the same way, investments need to be tailored to individuals' goals, priorities and values. This makes my practice different from most.
My love for my family – my husband, Bradley, and children, Samantha, a senior at Newsome and Andrew, a student at Jesuit – and the desire to make my community, country and the world a better place, is what drives me every day. It is through careful planning in all aspects of life that I protect my most important asset – my family, and I work with my clients to do the same.
I'm inspired every day by the people I'm so lucky to work with and meet. Laura Schumaker and I strive to provide the most ideal client experience. Laura has been with Edward Jones for 21 years and is an essential partner. We feel fortunate to be able to serve our community and are excited to help others through our established process.
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
- Entrepreneurs & Business Owners
My Personal Interests
- Mountain Biking
- Outdoor Enthusiast
- History and Museums
Office Address13459 Fishhawk Blvd
Lithia, FL 33547 opens in a new window
Phone NumberJoanna Springstead at (813) 657-2078
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