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Financial Advisor
Hours:
Monday - Thursday 8-4 Fridays and Saturdays by appointment only
I am a financial advisor with over 14 years of experience in the finance
industry. For the past six years, I've had the privilege of working with Edward Jones,
building on my eight years in commercial banking. Throughout my career, I've developed
a passion for helping clients achieve their financial goals and dreams.
My focus is on minimizing tax burdens, helping clients understand their budgets and
guiding them through transitions into retirement. I've assisted many families in
moving from their working years to living and thriving in retirement, creating
personalized strategies that fit their unique circumstances.
My journey is deeply influenced by my personal experiences. Coming from a family
that has faced significant loss, losing my father at 56 and two sisters at 35 and 37 I
understand the importance of having a caring financial advisor who helps you create a
solid strategy for the future.
I am especially passionate about empowering women who have faced domestic
violence or divorce. I strive to be an educator, guiding them to take control of their
financial futures and turn their aspirations into reality. I believe everyone deserves a
tailored approach that reflects their values and dreams, and I take pride in putting a
personal touch on everything I do.