Edward Jones has allowed me to combine my most important lifelong interests: helping my community, loyal friendship and mathematics. Though I previously taught economics at university, I found that my true calling was to be even more accessible; working directly with you. When you become a client, you have the benefits of my full attention and experience. Together, we can form a personalized financial strategy that works for you and your family. Better yet, we will discuss the strategy together to ensure that you understand how your money is invested and why.
Whether you need to save for a child’s college education or prepare for your retirement, I can help. Are you hoping to start a business? Do you have a child with special needs? Every situation is different. Whether you are new to investing or enjoy discussing investments in precise detail, your comfort and needs will come first.
At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once I understand you, your priorities and your comfort with different types of investing, we can build strategy that is right for you. Together, we can put you on the right path forward. Remember: there's no one quite like you.
Community service is a passion: you might find me working with hospice, a trail cleanup or a bee survey. In my free time, I paint, read biographies and hike the great outdoors! I have always believed that having a range of interests meant being able to see situations from new perspectives. I graduated Randolph-Macon Woman's College summa cum laude with honors, Phi Beta Kappa, Omicron Delta Epsilon, Sigma Pi Sigma and Sigma Xi.
Consultations are complimentary, so call or e-mail so that we can discuss how to help you meet your goals—and better yet, exceed them.
My senior branch office administrator, Karen Hofler, has 17 years of experience. She is a talented, vibrant part of our office and a musician, world traveler and wonderful mother of two.
My Personal Interests
Office Address1237 NE M L King Jr Blvd
Portland, OR 97232
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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