In order to better serve my clients, I earned the CFP® certification. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. I focus on serving people who ar
e considering retirement in the next five to ten years, as well as current retirees who need guidance on how to improve their financial wellbeing. I utilize an established process that helps me understand what is most important to my clients and construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I partner with my clients throughout their lives, informing them of any developments, as well as addressing any needs or changes in their situations. In order to provide holistic advice, I work closely with your tax professionals and estate planning attorneys. My team and I are dedicated to helping you reach your goals. My branch office administrators are Michelle Jones and Marti Palta. Both Michelle & Marti come from strong administrative backgrounds. Together, we strive to exceed client expectations while delivering the highest level of client service. Outside of my role with Edward Jones, I have served as the chairperson of the Assumption School Foundation Board and volunteered with the Ferndale Heritage Society. When I am not at the office, my husband, Chris and I spend time caring for our horses, Hershey & Freeze, dogs, Bullet & Teddy and our cat, Kevin. We enjoy watching our daughter jump horses and our son play lacrosse.
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