How We Work Together
As an Edward Jones financial advisor, what matters most to me is understanding what's important to you. Working closely with you, your CPA, your attorney and other professionals, we use an established process to build a personalized financial strategy to help you achieve your goals. Each year, we will partner together to help keep you on track.
Experience and Background
I have been a financial advisor with Edward Jones since 1995. I graduated from Texas A&M University with a Bachelor of Science degree in applied mathematics and a minor in statistics. I currently hold the following registrations: General Securities (Series 7), State Law (Series 63), Uniform Combined State Law (Series 66), and life and health insurance licenses. I also earned my AAMS® professional designation from the College for Financial Planning. I have served on numerous community organizations and boards.
I was raised in the military, as my father is a retired career Veteran of the USAF. This promoted my appreciation and dedication of patriotism and family commitment. My husband and I have been married over 25 years and have a college-age son who attends NC State. I enjoy my family and friends. We spend our time boating on the lake and travelling.
How We Serve
Together, my team and I work together to help families organize, build, protect and transfer wealth. We are here to serve you.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
- Portfolio Reviews
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