Some people see financial planning as a puzzle where the pieces don’t always fit together. As an Edward Jones advisor, I help you connect the pieces in a way that makes sense for your life, so your financial future feels clear and achievable.
I help individuals, couples, families and business owners achieve their most important goals with comprehensive financial advice, guidance and planning. Whether you’re just starting out, in your peak earning years, or mapping your transition into retirement, I can support you with plans that address all of your financial needs - including tax-efficient strategies for investing, protecting your wealth, and building a strong legacy. I’m especially passionate about supporting clients through life’s big changes and helping them feel empowered to shape their future.
I believe that successful financial planning requires an equal measure of head and heart. And with me, you get both: a strategic and analytical partner who cares deeply about your success.
From a young age, I’ve had a natural affinity for numbers and problem-solving, which helps me pinpoint opportunities to reach your goals more effectively and head off potential risks before they arise. My clients also benefit from my love of learning and constant drive to earn new credentials - which bring new experience and fresh perspectives to our strategies.
At the heart of my practice is a simple philosophy: financial advice should be as personal as the lives it touches. That’s why I’m here to be your sounding board for long-term decisions, not just transactions. With me, you can expect thoughtful questions, ongoing partnership, and a shared vision for the life you want to create.
My practice is supported by a branch team that shares my commitment to thoughtful, personalized experience, working together to help you feel confident and supported at every stage of your financial journey.
When I’m not helping my clients, I enjoy an active lifestyle with my husband and our blended family of five - from weekend biking adventures to all the joys that come with a full house.
Are you ready to build a financially secure life on your own terms? Please get in touch and we can explore the possibilities.
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