For the past 10 years with Edward Jones, I have had the privilege of helping individuals and families make thoughtful financial decisions and feel more confident about their future. I focus on helping clients navigate life's important transitions, when financial decisions can feel complex and guidance matters most. This includes couples nearing retirement, healthcare professionals navigating career changes or planning their next chapter, and individuals adjusting to life after the loss of a spouse. My goal is to help clients understand their options, make informed decisions and move forward with confidence. I believe meaningful financial planning starts with understanding the person behind the numbers. That means learning what matters most to each client: their values, priorities, family, concerns and vision for the future. Together, we create a personalized strategy that brings all aspects of their financial life together. My approach is personal, collaborative and focused on making the complex manageable. I take time to listen, answer questions, and help clients understand how financial decisions may affect the people and priorities they care about most. As a Chartered Financial Consultant® or ChFC® and Certified Exit Planning Advisor® or CEPA® professional, I bring advanced training in planning for business and individual retirement needs and business transition planning. My process focuses on five areas that can significantly impact a client's financial future: investment consulting, tax considerations and cash flow strategies, wealth transfer, wealth protection strategies, and charitable giving. I also collaborate with attorneys, CPAs and other trusted professionals to help ensure financial strategies work together seamlessly. Outside of work, I enjoy traveling, w**e tasting, camping and spending time with my husband, two children and four grandchildren. To me, financial planning is helping people make important decisions, navigate life's transitions and create a future that reflects what matters most. If you're looking for a financial advisor who will take the time to understand what's important to you, I invite you to contact my office to see whether my team and I are the right fit to help you pursue your goals.
