I dreamed of having a good job and not having to worry about money when I retire. I worked hard and always tried to save any chance I got. Prior to beginning my Edward Jones career as a financial advisor, I attended La Sierra University and graduated summa cm laude with a B.A in Management and a B.Mus. I then gained experience in construction and real estate, assisting in everyday goals of growing and improving a small business. I saw first hand the work and dedication that goes into setting and achieving those goals, as well as the needs of the business and its' employees. I started to realize my passion for helping other people. It didn't matter what the problem was; if I had a skill I would find a way to help. I found that doing something to help others was rewarding and doing a job just to get it done was not for me. I became a financial advisor for that very reason; I am able to work every day partnering with people to realize their financial goals and work towards achieving them. For many people, I have been the first step in starting those important conversations, and that is very exciting. Before you can begin working toward achieving your financial goals, you must first define what’s important to you and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs, or something else? I look forward to helping you prioritize your needs and define your goals. As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
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