Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
I have been a financial advisor with Edward Jones since 2014. Prior to joining the firm, I worked for over a decade in the banking industry. In order to better serve my clients, I earned the Chartered Retirement Planning Counselor (CRPC®) professional designation.
Upon first meeting with clients, I determine where they are today, where they want to be and how to get them there. Using an established process, I build personalized financial strategies for my clients that are designed to help achieve their unique goals. I take the time to get to know my clients on a personal level and construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to address any needs or changes in their situations and to help keep them on track. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs, attorneys and other trusted professionals, always keeping client information confidential.
I am proud to serve a wide variety of clients, whose goals range from growing wealth to saving for higher education expenses to planning and living a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also small business owners with whom I create strategies for business succession, asset growth and tax reduction.
I am a dedicated financial partner and true people person. I love my job because of the opportunity to develop meaningful relationships with my clients. I find joy in making a tangible difference in people’s lives.
Outside of my role with Edward Jones, I enjoy traveling, baking, camping, skiing and spending time with my family.