Allowing someone into the world of your finances is deeply personal, and it is important to partner with a team who has a wealth of practical knowledge and experience. We are passionate about helping others by taking the stress and anxiety you may have surrounding money away and in turn improving the quality of your life and mental health. The families and charities we work with are serious long-t
erm investors with complex financial needs who value our partnership and the high level of service we provide. Our clients include individuals and families with intergenerational wealth transfer needs, incorporated professionals, widows and widowers as well as charitable organizations. We are proud to partner with individuals and families of diverse backgrounds, recognizing and respecting different pronouns, gender identities and family structures. She will ensure we have the right information from you so together we can build the most appropriate strategy for your personal needs. We begin our partnership by understanding where you are now and where you want to be moving forward. Together we will work through a clear comparison of how different solutions can create flexibility in your plan. Once your financial and investment strategy is in place, we will ensure appropriate protection strategies are utilized to prepare for the unexpected. We work closely with your accountant and legal team to ensure your investment, retirement, and estate planning strategies align with your tax and legal plans. We meet regularly to ensure we stay on track as we partner throughout your life to achieve your goals. Our branch is not the cheapest option - however we will provide the most value with our tailored approach and high level of personalized service. You will never have to press buttons and go through different menus to get through to a real person when you reach out to our branch. Our phone is a direct line answered by myself or Charina, and because we only partner with a select group of clients, we will know who you are when you call. As limited partners in Edward Jones, Charina and I are committed to helping you live the life you want with the wealth you have. Thank you for taking the time to get to know us – we look forward to meeting you!
