As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what's important to you before we discuss investments. Working closely with you and your CPA, attorney and other professionals, we determine the most appropriate financial strategy for you, your family or your business. Most importantly, we develop your financial strategy, so you have more options when you no longer are receiving a regular paycheck. It's exciting to help clients dream big and feel financially secure for this stage in life.
In 2016, I began my Edward Jones career as a financial advisor in the Venice/Marina Del Rey community. Partnering with Michelle Jones, who is our branch administrator, we bring over 20 years' experience working in the fields of finance and education. I work to ensure that our clients have a clear understanding of investments selected and use an established process to help monitor performance and progress toward their goals.
I hold an MBA in finance/business administration. In addition, I graduated from the University of Iowa with a bachelor's degree in chemical engineering. A lifelong learner, I hold a CFP® certification and continue to stay abreast of current economic and investment trends.
My spouse, Dan, and I have two grown children who live in the community and inspired our decision to relocate from the Chicago area. Our growing family keeps us busy, along with hiking the beautiful mountains of Southern California and partaking in all that LA has to offer. Active in the communities in which I live, I am a former board chair of Winnebago County CASA.
Edward Jones has been in the business of investments since 1922. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
- Wealth Strategies
- Socially Conscious Investing
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
My Personal Interests
- Wine Collecting/Enthusiast
- Community Outreach
Phone NumberSharon E Cooper at (310) 301-2183
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