Real Estate - Commercial & Industrial
Experience and Background -
I joined Edward Jones as a financial advisor in 2018. I spent 10 years as a teacher and transitioned to financial services as a way to make a larger impact on the families in my community. I have found that my clients value my ability to explain complicated subjects, making personal finance and investing more approachable.
Using an established process, I begin with a conversation to understand what is most important to my clients and the steps they have already taken towards their goals. I then work alongside my clients to devise and implement personalized strategies. I regularly review their progress to look for areas for improvement and to help ensure that they stay on track. In coordination with attorneys and tax professionals, I provide a holistic service that addresses a range of financial needs.
- Saving on Taxes
- Education Savings
- Insurance Strategies