As an Edward Jones Financial Advisor, I am passionate about working with clients of all ages who are serious about reaching their financial goals regardless of their current means.
Whether you're establishing an emergency fund, saving for your first home, retirement or your children's education or perhaps you need help with a debt elimination plan or wish to establish protection through insurance - we can work together to identify your objectives and develop a personalized, executable strategy to ensure you reach your goals.
Though I don't set New Year's resolutions, I do assign a word of the year. For 2021, my word is "resilience". Resilience not only allows us to bounce back but to bounce forward. My clients are thankful to have a financial strategy in place that can be reviewed to ensure they are on track to meet their goals.
A bit about me, I live locally with my husband Mac. We have 3 adult children all living in the USA. Avid runners and fitness enthusiasts, we also love to travel and entertain. Financial fitness is also very important to me. I am invested in following the same advice I offer my clients. Sharing with charities is a priority as well, this is why I commit to giving back a percentage of my income monthly.
Being a limited partner with Edward Jones means that I have a vested interest in the success of our clients as that ultimately reflects on the success of the company.
If you are interested in creating a path toward your financial goals, we invite you to contact us. We look forward to meeting you and starting this journey together.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Education Savings Strategies
- Wealth Protection Strategies
My Personal Interests
- Personal Fitness