When I started my career, my manager sat down with me to review benefits offered by our company. She took the time to understand what was important to me. She helped me set up contributions from my paycheck that would help me begin building for retirement. Years later, I began working with an Edward Jones financial advisor; I was intrigued by my client experience and the company culture. After car
eful consideration, I decided it was my calling to help the serious, long-term investor at Edward Jones, much like that manager did for me. I’m truly excited to talk with clients about their goals: preparing for retirement, sending their children to college or leaving a legacy. I use an established process that combines the timeline to achieve the goal, risk (what is your comfort level with the market) and your budget to provide a unique strategy to help achieve your goals. I enjoy sharing the knowledge I’ve learned to help educate clients on their options. I look forward to talking with clients regularly about their strategy to ensure their goals, risk and timeline are still in alignment. I live in Johnstown with my husband, Danny, and two children, Brayden and Alexis. We enjoy spending time riding bikes, golfing, cooking and traveling. I want to know what is important to you. I’d be honored to spend time helping you create a strategy to help achieve your dreams. Give me a call or send me an email.
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