I treat people how I want my family to be treated: that means listening to what’s important to you and partnering with you to help you achieve your financial goals.

Why I Became a Financial Advisor:
From a very young age, I read everything I could get my hands on about saving, budgeting and investing. When I graduated college, I put my self-taught knowledge to work and started investing on my own.

Working in health insurance, I saw far too many people who were just one medical catastrophe away from losing all their hard-earned savings.

This motivated me to want to help people manage all aspects of their finances, not just insurance — so they would be better prepared to weather those unanticipated life events while staying on track toward achieving their investing goals.

What Excites Me About Working With Clients:
We all have a purpose.

At Edward Jones, we call it our “why.”

Mine is helping my clients understand the power of early and consistent investing.

It’s very rewarding for me to take something complex like investing and make it easier for my clients to understand — empowering them to have confidence in their financial decisions so they can be excited about the future.

How We Work Together:
When we first meet, I’ll spend time getting to know you — what’s important to you and what has been your experience with investing — and I will meet you where you’re at on your investing journey.

I view my role as a partner, working with you to create a financial strategy designed to help you achieve your financial goals and live the life you imagine.

As your goals change, I will walk alongside you every step of the way to help you stay invested and on track.

Outside of the Office:
I enjoy spending time outdoors with my school-age children, Emery and Owen. As a family, we’re big into fishing and boating. On my own, I recharge by running and reading. I am a member of the Junior League of Lake Wales, the Woman’s Club of Winter Haven and the Greater Winter Haven Chamber of Commerce.

If you’re looking for a partner to help you achieve your long-term financial goals, I would love to accompany you on the journey. Give me a call today!