As a financial advisor, I help clients create a strategy that aligns with the Life Pillars™ of Family, Health, Purpose and Finances. I work closely with individuals and families preparing for or living in retirement, guiding them through life transitions with clarity and confidence. Whether it’s growing and preserving wealth, planning your legacy or finding new ways to support your passions in ret
irement, I’m here to help simplify the financial side so you can focus on what matters most. Our Edward Jones team provides personalized client care with a familiar voice and a local presence. This includes our senior branch office administrator, Deborah Shanor, who leads our Client Support Team with over a decade of experience at Edward Jones. She is dedicated to providing clients with the highest level of service and regularly goes out of her way to show clients how much we care. Beyond our branch, thousands of professionals in our headquarters support us every day to help ensure you receive the most current and comprehensive investment guidance. This combined team forms the foundation that has made Edward Jones a top choice for serious, long-term investors for more than 100 years. Outside the office, I'm a proud Charlotte native, having grown up in the Mountain Island Lake area where our office is located, and now living in Optimist Park. I love spending time with my family and our lovable rescue dog, Murphy. Whether it's exploring our city's greenways, trying new restaurants or planning the next adventure, I believe life's greatest joys are found in the moments we share with loved ones. Let's start the conversation. Whether you're planning for retirement or looking for guidance through a life transition, I'd love to help you create a strategy that fits your goals. Reach out today to schedule an appointment, or feel free to refer a friend or family member who may benefit from a trusted financial advisor in their financial journey. We look forward to serving you and your loved ones.
