In 2005, I began my career in financial services. My interest in psychology allowed me to work with investors and business owners to understand their financial goals. I came to Edward Jones in 2013 because I understood their commitment to goals-based advice for our clients.
As your Edward Jones financial advisor, I believe it's important to invest my time in understanding what is important to you. We use an established, 5 Step Process to build personalized strategies to help you reach your goals. I am proud to serve a diverse group of clients. I help my clients develop a strategy for sustained, long-term financial success, whether their goals involve creating, spending, giving, protecting or transferring wealth. I particularly enjoy working with families that seek to create multi-generational wealth. I collaborate with my clients' accountants, attorneys and other trusted professionals in order to create the most appropriate solution and help them stay on track with their personal goals.
Our team focuses on delivering an ideal client experience by consistently assessing the client's situation and informing the client of important developments. I understand that my clients are often busy and strive to simplify this critical part of life.
I have a passion for helping others. I not only help clients achieve their goals but have also held numerous leadership and coaching roles within Edward Jones and my local community. Outside of Edward Jones, I am an active member of the Waldo-Brookside Rotary Club, the Mid-America LGBT Chamber of Commerce and the Waldo Area Business Association.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- LGBT Finances
- Estate & Legacy Strategies
My Personal Interests
- Animal Rescue
- Fashion Design