I have been a financial advisor with Edward Jones since 2003. In order to better serve my clients, I earned my CFP® and AAMS® designations. In 2014, I became a limited partner with the firm. Prior to my current role, I worked as an accountant in the insurance industry.
Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to truly get to know my clients and learn what is most important to them. My goal thereafter is to deliver tailored investment strategies to help support my clients through the various milestones of their lives and the lives of their loved ones. Throughout this process, I maintain regular contact with my clients to inform them of any developments and address any needs or changes in their situations. In order to provide a comprehensive service, I regularly collaborate with my client's team of CPAs, attorneys and other trusted professionals, always keeping client information confidential.
I am proud to serve a wide variety of clients, whose goals range from growing wealth to saving for college expenses to planning and living a successful retirement. I regularly work with multigenerational families to develop unique strategies of protecting, preserving and transferring wealth. Many of my clients are also business owners with whom I create strategies for business succession, asset growth and tax reduction.
I love my job because it offers the opportunity to make a significant impact on the lives of individuals, families and business owners who, in turn, benefit their families, communities and chosen charities.
Outside of my role with Edward Jones, I am active in my community and have served as a board member of the Rotary Club and End-Time Harvest Ministries, and as a member of the Bowie Economic Development Committee. I enjoy traveling, reading and spending time with my family.
Feel free to connect with me on LinkedIn.