Prior to joining the firm, I worked as a loan specialist in banking and rural development. As an Edward Jones financial advisor, I base every strategy and solution on what is most important to my clients. Once I understand their priorities, I use an established process to build personal strategies to help them reach their goals. I am a dedicated financial partner and work with my clients throughou
t their lifetimes to help keep them on track. I enjoy working with my clients and focus my practice on multigenerational families. I am licensed in multiple states and work closely with CPAs and attorneys to help achieve my clients’ financial and estate goals. In all communications, I maintain strict confidentiality and always have my clients’ best interests at heart. My clients appreciate my empathy and understanding and the love that I put into my work. I approach my role with a caring spirit, always willing to help others. My senior branch office administrator, Stacey Boutwell, has over 22 years of experience and is dedicated to providing clients with the highest level of service possible. She is always happy to hear from clients and help them with any of their questions or concerns. Outside of my role with Edward Jones, I am active in my community and am a member of the Cedar Summit Book Club and Saint Anne Episcopal Church. My husband, Dean, and I have a blended family of four children, 11 grandchildren, and one great-grandchild and we are caregivers for family. Member SIPC.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
