
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
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Whether your goals are saving for college, creating wealth for retirement, or preparing for the unexpected, I can help you determine where you are today as well as how to work towards each of these goals.
As a financial advisor, my priority is to educate and empower you as we partner to make your dreams a reality. I believe that building personal relationships with clients to foster trust and understanding is the utmost priority. I am passionate about helping you prepare, organize, manage, build and transfer your wealth using cost-efficient progressive strategies.
During our one-on-one meetings, we will venture through this process together; assessing your individual needs, developing achievable goals and implementing tailored solutions for your customized investment strategy. Oh, and we will have some fun while we do this because I love to laugh and enjoy what I do! I am dedicated to being there with you for every step and to celebrate your journey.
With a blended family of three children under 10, I know the importance of planning and preparing for the future. Let's connect to discuss how a partnership with Edward Jones can add to the vision, goals and legacy you want for your family.
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Sat | Closed |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizA summary of last week's market highlights and economic news.
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