With over 20 years of experience across retail, management and institutional investment sectors, I am a seasoned Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional who brings a deep well of knowledge and a uniquely personal approach to wealth strategies. My career spans a diverse range of financial environments, giving me a comprehensive understanding of the industry and an unmatched
ability to serve clients at every stage of their financial journey. I work closely with high net worth individuals, business owners and families, offering white-glove, concierge-level service that reflects my commitment to excellence and attention to detail. My approach is both strategic and empathetic — rooted in a sincere desire to help people achieve their dreams and live fulfilling, financially secure lives, while taking care of those they love. At the heart of my practice are my core values: integrity, honesty, community building and doing the right thing — always. I believe financial planning is not just about numbers, but about empowering clients to make meaningful choices and live with confidence. Whether guiding someone through a complex investment strategy or helping a family plan for generations to come, my thoughtful, values-driven approach ensures my clients feel heard, understood and supported every step of the way. Along with serving my clients, I have a passion for serving my community. It is important to me to give back some of the blessings I have received, and I find that community service continues to bless me in return. I am a board member for Women of Color Give as well as past chair for the Holland/Zeeland Community Foundation. In the past, I have also served with the Greater Ottawa County United Way and Resilience: Advocates for ending violence. I received a B.S. in organizational management from Spring Arbor University and earned my CFP® certification from the Certified Financial Planner Board of Standards. My team and I look forward to connecting with you to discuss ways we can work together to help you achieve your financial goals. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.
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