Finding the right team to partner with as you work towards your future financial goals can be life changing. I understand this because of my experience with Edward Jones for over 18 years, first as a client, and then as a financial advisor. My Edward Jones advisor cared about my family and what was most important to us. That helped shape my purpose as a financial advisor.

I believe it's important to understand your purpose, your priorities in life, your goals and why they are important to you, before investing your money. There are few things I enjoy more than sitting down with people to discover their unique definition of financial success and their vision for living their best lives. We then use an established process to create personalized strategies that are designed with that vision in mind. We all know that life happens, which is why I partner with my clients throughout their lives. We regularly review the strategies in order to make adjustments as necessary to help keep clients on track to eventually realizing those goals and living their best lives.

It is my privilege to witness my clients and their families go to college, save for travels, enjoy their hobbies and eventually retire on their terms. I help clients organize and build their wealth, protect it from the unexpected and transfer that wealth to the next generation. We often need to collaborate with other professionals such as CPAs and attorneys. Licensed in several states, I am able to serve clients and their loved ones nationwide.

After coming to work for Edward Jones, I earned the CFP® certification and AAMS™ and CRPC™ designations and became a limited partner of our firm.

My husband, Steve, and I have three daughters, Sarah, Molly and Caryn, and two rescue dogs, Doc and Banjo. Active in the community, I volunteer for the Aurora Chamber of Commerce and the Rotary Club of Aurora, and I graduated with the Leadership Portage County Class of 2018.

My branch office administrator, Dawn Denman, has 19 years of experience and is dedicated to providing you with the highest level of service possible. Dawn and her husband, Randy, have two sons and three grandchildren. Both are passionate about volunteering around the Greater Cleveland area for organizations such as Medworks and the MS Society.

It is our privilege to serve our clients. Please contact me to see if our office is right for you.