I started my career during the early tech bubble of '00, moving up the executive ladder and relocating place to place. Like many in the modern workplace, my career was not the typical 9-5 job; I had irregular income and a need to fund my own retirement plans, as well as understand investment considerations. My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child's college education, or plan for retirement, I can help. At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and provide exceptional service. I earned a bachelor’s degree in business administration from Western Kentucky University in Bowling Green, KY. In addition, I have earned the CFP® certification and ChFC® and AAMS® designations, equipping me to assist with complex client needs and collaborate with your tax and legal professionals to formulate income and estate strategies. When working with individuals and families, my team and I commit to:
• Communicating proactively to keep you informed
• Organizing your personal finances to create simplicity and clarity
• Developing a roadmap for your financial priorities
• Identifying and mitigating risks to your strategy
My branch office administrator, Sara, is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. Sara also supports the community by being involved in Franklin-Simpson Arts Council. For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
