I am an Army Veteran and a financial advisor with Edward Jones, dedicated to helping individuals and families develop financial and investment strategies that line up with their needs, goals and risk tolerance. I work with families and businesses who are serious about building upon their current financial picture and developing investment strategies to accomplish their financial needs. My primary
goal is to pave the way for a clients’ financial growth by providing them with targeted comprehensive financial advice and portfolio management – delivered with the highest level of personal service, integrity, professionalism and competence. For several years, I have worked with local organizations such as CASA, Boys & Girls Club and Salinas Leadership. I am a member of the Carmel Sunset Rotary, P.E.O. and the Professional Women’s Network of Monterey. I have also served on the board of directors for:
• Salinas Valley Business Women’s Network
• Salinas Chamber of Commerce
• Salinas Jaycees
• Second Chance Youth Services
• PWN Monterey
As your trusted financial resource, I am there to help with smart Investing by helping you make more informed financial decisions as you take purposeful action toward financial power. Edward Jones is a financial services firm dedicated to serving the needs of individual investors. Member SIPC.
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