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Specialties
I look forward to getting to know you and working closely together.
In today's changing world, you need a dedicated financial advisor on your side. My passion lies in understanding your needs. I accomplish this by listening carefully, asking lots of questions and taking time to understand what is important to you. Then, we work together to create a customized set of financial solutions, so you may be able to weather life's surprises and realize your dreams. I have seen how important the right information and guidance can be in reaching financial goals in my own life. I am proud to be on the Edward Jones team. Edward Jones recently celebrated 103 years of impact. We have partnered with our clients and communities and built deep relationships and we continue to help them achieve their goals. I saw this firsthand when I was a client and it inspired me to join the Edward Jones as a financial advisor. My bachelor's degree in economics is from The University of Chicago. In addition, I am a registered financial advisor (Series 7 and 66) as well as licensed in Life and Health Insurance. I also earned the CFP® certification and the ChFC®, CEPA® and AAMS™ designations. I live in Livingston, New Jersey, with my husband and our four sons. Community means a lot to me. I am a past president of the Livingston Rotary Club and served as a board member for the five years. I am also a graduate of Leadership Kalamazoo (MI), a former president of the Junior League of Kalamazoo and a former president of the Portage Area Newcomers (MI), and I served as a parent representative for the Portage District Advisory Council (MI). I am grateful for the opportunity to serve my community. When I am not working, you can find me walking, at the yoga studio, attending my son's soccer games, traveling or spending time with family and friends. I would love to get to know you and help you achieve your goals.
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Always free for clients.
CFP®, ChFC®, AAMS™
Chartered Designations
What do these credentials mean?
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