I believe the best kind of teacher is one who is able to explain complex ideas through simple explanations. That is the reason I decided to become a Financial Advisor at Edward Jones: to help people make sense of investing - no matter their knowledge or experience.
When working with clients, I believe that education and knowledge are powerful tools which are as important as the advice that I provide to my clients everyday. Understanding what is important to my clients is a privilege - one that I will continue to strive to earn throughout the course of our entire relationship together.
I partner with my clients and work with them, their families and their unique situation. I use an established process so my clients have a clear picture of what is required in order to achieve their financial goals such as preparing for retirement, living in retirement, preparing for the unexpected, and education savings. We will plan and review together for the long term to ensure that you remain on track to meet your goals.
Having been in the banking sector for the past 15 years has provided me the ability to hone my customer service skills while affording me the opportunity to make a difference in someone's life - my biggest motivator.
I share two beautiful children with my husband, Ernesto, a photographer whom I have been married to since 1998. I love spending time with family and friends and taking long walks.
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