Many years ago, a family member took all of her savings to a financial advisor, excited about the opportunity to begin investing. Instead of applauding her initiative and guiding her next steps, the advisor laughed at her and told her she didn't have enough money to invest. Embarrassed, she left the advisor's office. She waited more than 20 years before she asked for help with investing again. Can you imagine the financial position she would've been in 20 years later IF she'd received guidance that met her at the level she was at when she first sought professional advice?
I began my career at Edward Jones to do just that -- to meet you where you are -- and in partnership, guide you to where you want to go. With a fire in my heart, I help committed clients who desire a tomorrow that's better than their today. I do this by first learning what you value the most. After we identify your goals, I use an established process to create personalized strategies and partner with you and your tax and legal professionals to help you succeed.
Whether they are: small business owners like I have been for over 25 years, individuals with hopes of living their dream retirement, or parents and grandparents with desires to see a child attend college -- my clients draw upon my experience as a financial advisor to help them make important financial decisions. I can help you reach your goals with investment strategies that fit YOU.
Outside of the office, I spend time making memories with my family; volunteering to teach working but homeless families budgeting and life management skills; mentoring 11 to 18-year-old girls; being an active member of my church's leadership team; leading community fundraisers; feeding the hungry; and reading and exercising.
My husband and I moved from Des Moines, IA, to Cary, NC, in 2016. We have three adult sons.
My Personal Interests
- Personal Fitness
- Spending Time with Family
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