My mission is to use my talents and education to help my clients enjoy the future they envision. It is my purpose to be an enthusiastic and helpful supporting character in the stories of the people around me. As a financial advisor at Edward Jones, I get to mix my love of finance with my desire to help people to accomplish their goals. My commitment to my clients is a partnership where we define w
hat is most important, and why, so we can create goals and build a tailored strategy working towards what each client cares about most. I am currently accepting new clients. If you are looking for a Financial Advisor in Crown Point, give my office a call today to schedule an introductory meeting where we can get to know each other to decide if we are a good fit to work together. I hold a Series 7 registration, a Series 66 registration, and life and health insurance licenses. I earned a bachelor's degree in Finance and a bachelor's degree in Communication with a minor in Public Relations from Indiana State University. To develop my research skills, wealth management knowledge, and my understanding of complex financial concepts applicable to today's investors I have also attained my CFP® and AAMS™ designations. John, my husband, and I live in Crown Point, Indiana. I am involved with the Crossroads Chamber of Commerce, Northwest Indiana Influential Women's Association, Toastmasters, and have previously coached Jr Bulldog Cheerleading. If you're a motivated hardworking individual with the ability and desire to achieve your financial goals, please call my office to schedule a meeting. Thank you and I look forward to earning your business! Member SIPC.
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