I feel similarly about working with Edward Jones and its culture of generous volunteerism dating back to 1922. After graduating from Greenfield-Central High School, I earned a bachelor’s degree in finance from the Kelley School of Business. In 2023, I earned my Accredited Asset Management Specialist™, AAMS™ designation. Currently, I'm active in our local community as a member of Greenfield Kiwani
s and Love INC among other groups. I enjoy traveling and meeting people with different backgrounds which is why I am registered in over 10 states. In fact, I lived in Athens, Greece for a month. At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. I want to understand what's most important to you before I use our established process to build personalized strategies to help you achieve your dreams. My primary goal is to help families and small business owners develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a major purchase, prepare for the unexpected, or plan for retirement, I can help you prioritize your needs and define your goals. We use a solutions-based approach tailored to your individual goals and provide exceptional service, so we can partner together throughout your life to help keep you on track and adjust when life changes. Please contact me to discuss your situation and options.
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