Expertise
- Retirement & Pension Planning
- Financal services
- College planning
- Long Term Care planning
- Goals Based Investing
- Donor Advised Fund(DAF)
- Tax Efficient Investments
- Tax Loss Harvesting
Summary
Financial planning is more than just a career for me—it’s a personal mission. Over the years, I’ve seen how a lack of planning can leave families and businesses vulnerable, which has fueled my commitment to helping others build a secure and successful financial future. Whether it’s retirement planning, tax strategies, or business financial guidance, my goal is to provide thoughtful, actionable advice that empowers my clients to take control of their financial lives.
Throughout my career, I've seen firsthand the challenges people face without a solid financial plan—whether it's individuals entering retirement without a clear strategy, young families unable to plan for the future, or business owners making financial decisions without trusted guidance. These experiences have only deepened my passion for offering personalized, holistic financial advice that empowers clients to live with confidence.
At Edward Jones, we pride ourselves on building personal relationships with our clients. We take the time to listen to their stories, making complex financial concepts accessible and understandable. Our goal is to help clients make informed decisions that align with their long-term values and goals.
As a parent of five children, ages 12 to 7, I understand the importance of instilling solid financial values early on. My partner and I are committed to ensuring our kids not only understand the importance of saving, investing, and planning, but also learn how to make informed financial decisions as they grow. This commitment to financial literacy at home drives my passion for sharing that knowledge with others, so that families and individuals can build a secure future for themselves.
After spending over 15 years in the public sector, I made the decision to pursue a career in financial services—a passion I’ve had since high school but didn’t have the resources to fully pursue until now, with Edward Jones.
In a recent team-building exercise, my colleagues playfully classified me as a "Black Widow," describing my tenacity and unwavering commitment to achieving my goals. I bring that same drive to my work as a financial advisor, determined to help my clients succeed.
Whether you’re planning for retirement, managing your taxes, or navigating business finances, I’m here to be your trusted partner. Together, we can create a customized financial plan to help you achieve lasting success and peace of mind.
Experience
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Edward Jones
- Current
