Business Genre
Long Business Description
I work with select individuals, families and business owners to grow, preserve and transfer wealth, while overcoming complexities and using Edward Jones' vast strategic and portfolio-building resources. I help clients navigate major life transitions and prepare for retirement using tax-smart, income-generating solutions. Listening to my clients’ life stories and helping them achieve their goals and dreams is my passion.
My financial services career began at Edward Jones in 2009. I joined Fidelity Investments in 2013 and then rejoined the Edward Jones family in 2021. I am proud to have helped hundreds of clients save for and transition into retirement.