One-size-fits-all may be fine for some investors, but I believe your investment strategy should be tailored to your specific needs and goals. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected, or creating an estate or inheritance, I can offer investment solutions for your unique goals. As a child, I was raised around the financial i
ndustry, specifically Edward Jones. My father, Lee, was an Edward Jones financial advisor in my hometown of Goshen, IN. He and my mom, Sue, raised me to be responsible with money and set an example of helping others. In 2003, I graduated magna cm laude from the Barrett Honors College and W.P. Carey School of Business, which are part of Arizona State University. In 2003, I started with Edward Jones as an academic training leader. I received the professional designations of AAMS® in 2007 and CFP® in 2011. My branch team is comprised of myself and two branch office administrators. Lori Clark started with the firm in 2008, and we have been working together since 2012. Pepsi Harriman joined our team early 2017. Our goal is to provide excellent customer service to our clients. I hold a significant volunteer position with Edward Jones, serving as regional leader for one of the more than 300 regions in the firm. My region is comprised of over 60 branches in the Phoenix metro area. I live with my husband, Shawn, and children, Tyce and Quinn, in Chandler, AZ. We are an active family and love riding bikes, sporting events and traveling together. We enjoy the chaotic life that young children bring. It is important to me to give back to the community through the United Way, volunteering in children's events, and helping organize a valley wide Bag-a-Thon benefiting local food banks. Member SIPC.
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