When I was young, growing up in the suburbs of Chicago, I would regularly see my Mom sit at the kitchen table to review and balance the household budget and then plan for upcoming expenses, big and small. Looking back, I realize this was my first introduction to financial advising and preparing for financial goals, skills I would eventually create a career around.

Becoming a financial advisor was a path I was on from the very start of my working life – even if I didn’t realize it at the time! I have worked in the financial industry for over 20 years, finding my way into the industry just as I was exiting high school and starting college. In 2008, when I started at Edward Jones, I realized that my past work and life experiences provided me with the knowledge, perspective and the humanity that I bring to my office and clients on a daily basis.

I really enjoy working directly with people. By building relationships that allow for us to work together on their financial goals as a team, I am able to give guidance and support for their individual needs, whether it be a small business owner or a family. I work hard to bring a judgement free, knowledgeable and holistic partnership to all financial matters. I strive to provide suggestions and answers to questions they struggle with, but also praise for actions they already are doing well. In partnering together, my biggest goal is to provide the level of support needed in order for clients to feel confident that they have the control they desire to meet their financial goals.

I have an amazing partner in the office that is the driving force in the efficiency of how well our branch business runs. Diane is the branch office administrator in our Seal Beach, CA, branch. She and I have been working together since 2012. Diane brings with her over 30 years of experience in the financial services industry. Diane has strengths that truly make our branch team complete.

Please me an email, or give me a call, if you are interested in learning more about our services: [email protected] or 562-430-6796.