As your Financial Advisor, I believe it is important to invest my time to understand what you are working towards before you invest your money.
Family is very important to me, not just my immediate family, but my extended Edward Jones family – which is you my valued clients
I have built my business by treating my clients as I would want to be treated; a simple idea that still makes sense in today’s complex world and market place. I help determine the most appropriate financial strategy for you and have a passion to work with retirees, helping them plan and live a life they want knowing together we can plan for a smooth estate transfer.
I joined the financial industry in 1997 after many years in the hospitality and restaurant business, as a result of a personal family experience I came to realize the importance of financial and family protection to support you and your family.
I joined Edward Jones in June 2014 to serve as a partner to my clients, guiding them through life events and investment decisions so they can have confidence in their future. My decision to partner with Edward Jones was based on their commitment to their clients and putting the community first which aligned with my values to make a difference.
I live in the country with my husband of 32 years who loves to drive the tractor and create. We are grateful our 3 daughters and 4 grandchildren all live near by so we can spend time as much as this busy world allows. We enjoy our animals, gardening, nature and my new passion; raising mason and honey bees, in hopes of making a difference in our world.
I have always lent a hand whereever possible, dance, horse associations, seniors and currently: 100+ Women Who Care & Oceanside Women’s Business Network.
My goal is to help your feel informed, secure and in control around your Financial Future.
I look forward to discussing the ways I can help you enjoy and build your wealth to live your best life.
” Treating People Like People”
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