As your Edward Jones financial advisor, I believe it’s important to invest my time in getting to know you and working to understand you - what goals you are working toward and how you feel about investing - before you invest any of your money with us. Working closely with you, I can help determine the most appropriate financial strategy for you and your unique needs. I help my clients strategize for their retirement - whether we're saving and looking ahead, or working to create a retirement income strategy for those already retired. I have experience working with business owners - working to manage short- and long-term financial needs, and creating an exit strategy or succession plan. I work with families who are balancing saving for their children's college education with other needs, as well as families who are looking to provide future financial security for a special-needs child.
I attended Abilene Christian University, where I received my BBA and Master of Accountancy. During my education and early work experiences, it became clear to me that working with people to provide them with financial education was what I had a passion for. Because of my own experience with the firm as the daughter of a financial advisor since 1999, I knew there was no better firm to partner with than Edward Jones.
Today, I live in Wylie with my husband and our Blue Heeler. We love that Wylie still feels like a small town; we spend a lot of our free time at local restaurants and shops. If we aren't out and about, we enjoy watching cooking and baking shows and trying new recipes at home.
For me, nothing beats the opportunity this career provides for me to alleviate some of the worry and stress my clients experience surrounding their finances. If there's something I can do to help you start creating or revise your financial strategy, let's talk!
My Personal Interests
Office Address119 N Ballard Ave
Wylie, TX 75098
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 03:00PM|
- Web Conferencing
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