Financial & Investment Services
In 2017, I joined Edward Jones after 18 years in corporate and healthcare consulting. I received a bachelor's degree from Purdue University, West Lafayette and the AAMS™ professional designation from College of Financial Planning.
By utilizing an established process, I take time to listen and understand my client's unique situation and develop personalized strategies to help them reach their long-term financial goals. In order to create the optimal solution, I collaborate with my client's attorneys, accountants and other trusted professionals. Once the strategies are implemented, I maintain regular contact with my clients regarding developments and address their needs. I want you to feel understood, informed, in control and secure.
Many people need financial advice during life transitions, such as a new job, marriage, birth of a child, divorce, loss of a loved one, retirement, growth of a business and business succession planning. My ideal clients are small business owners, healthcare workers, teachers, industrial manufacturers, airline and state and city employees.
I have a passion for helping others and take pride in delivering excellent customer service. I genuinely love building relationships with clients and enjoy the opportunity to help others achieve financial wellbeing through the advising of their financial lives.