As we age, these dreams become goals that may need adjusting to become a reality. When I became an adult, I realized my childhood dream to have a place for all strays in the world to live, be safe, fed and cared for was more about the need to do something meaningful and make a positive impact in the lives of others. Ultimately, this desire; combined with many years in the finance industry, accounting, tax, and benefits is what led me to Edward Jones. Today, I am blessed to live and work in the same community, for a firm that makes human-centered complete wealth strategies for our clients a reality. My husband, Joe and I raised three amazing human beings and enjoy living in the close-knit community of Canby, Oregon with our rescue animals where we only recently became empty nesters. For you, it may be about having abundance, making an impact or the state of being rich. I will listen to your goals, develop a personalized strategy at a pace and risk level set by you, monitor progress, and adjust when necessary. We can't predict the future, but we can prepare. By encouraging you to focus on what you can control and help you avoid money mistakes, I will help you maximize not only your net worth, but your life worth. I will invest in you as a person before investing your money and my value as your advisor can only be measured by your satisfaction. Invest in yourself. Call my office for a complimentary consultation
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