Serving my clients and their families is one of the greatest joys of my life! I have a passion for helping others and serving my community. I grew up in Shoreline, Washington and visited Lake Chelan many times on family vacations. My life has been filled with incredible experiences! I have been on safari in Africa, climbed Mt. Rainier, was a professional songwriter on Music Row in Nashville, Tenne
ssee and have an amazing 17-year-old son named Beau. I feel incredibly blessed to have landed in Chelan and look forward to serving this special community for many years to come. My career with Edward Jones began in 2018 and I am proud to serve a diverse group of clients. Many of my clients are individuals looking for a more personal experience when it comes to investing. I want to know what is most important to you. Then, my team will collaborate with a client's CPA/tax professional, estate planning attorney and other trusted professionals to develop a strategy to help you achieve your financial goals. Whether the goals involve creating, spending, giving, protecting or transferring wealth, we will partner together to work toward those goals. I particularly enjoy working with community-minded clients, independently-minded women, widows and families who seek to create multi-generational wealth. The other half of my team is Cathy Jones, Branch Office Administrator. She and I feel strongly about creating an atmosphere of trust and confidence with our clients by providing proactive contact, consistency and a transparent client experience. I find joy in educating and empowering people in this complex industry, and I feel it is my obligation and honor to share my knowledge with the people in my community. I like to shop local, eat local and invest my time locally. Cathy and I will be here to answer the phone, reply to emails and welcome you to our beautiful office. "Edward Jones is a financial – services firm dedicated to serving the needs of individual investors. Member SIPC."
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