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Specialties
As an Edward Jones financial advisor, I get to know you, understand what is important to you, what your goals are and what you want to accomplish before you invest your money.
I use a well-established process that will benefit you as I construct your personalized strategy. I am passionate about my job and cherish my clients very much. I work closely with your tax professional, attorney and other professionals, and customize solutions for you. I will advise you on retirement savings and income needs and provide choices as you retire or live in retirement. I understand the amount of risk you will or will not be comfortable with. My clientele is as diverse as the investment options available. Being a great listener helps me understand your needs completely. In April 2009, I joined Edward Jones as a financial advisor, opening the firm's first branch office in Belleair Bluffs, FL. In 2015, I became a limited partner with Edward Jones. Over the years, my best partnerships share some common characteristics. If you identify with some, I may be a good fit to serve you: - Nearing the next chapter: You are 10 years or less from retirement or already retired. - Intentional Savers: You have worked hard to have a significant investment portfolio typically over $250,000 and need help with complex financial scenarios. - Financial partner: You are not interested in being a DIY investor. You value a relationship, not just a business transaction. I attended Eckerd College and graduated with honors in 2008 with a bachelor's degree, a major in human development, and two minors: anthropology and creative writing. I earned the CERTIFIED FINANCIAL PLANNER™, CFP®, certification and a Chartered Financial Consultant® designation. I'm a Floridian and have lived in the local community since 2000. I have one son. I enjoy being involved with community events and charitable organizations. I am part of the Greater Belleair Young Women's Society and the Bluffs Business Association. I support Morton Plant Mease Health Care Foundation as a member of Women in Philanthropy. I support the arts. The firm employs thousands of people who support me, and our advanced technology further supports my branch, so I can help you reach your long-term financial goals. I focus on you and partner with you through life events to help keep you on track!
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Always free for clients.
CFP, ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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