Thank you for taking the time to visit my page in order to get to know myself and my Edward Jones office a little better. My love of establishing and accomplishing goals began in 2006 when I had the privilege to plan and execute financial goals with an international retailer for eight years. I came to Edward Jones in 2019 after spending five years with Bank of America/ Merrill Lynch. Throughout my
time in the financial industry, I have found that my passion lies with meeting people where they are in their financial journey, listening to what's important to them and working together to accomplish those financial goals. I enjoy advising clients not only on their retirement strategies but also on each financial step we must take over our lifetimes and I love seeing people achieve those goals. Most of my clients find me during life changing events, such as retirement, change of employment, loss of a loved one or while planning their estate; while others make the choice to start their journey in a calmer, more normal life stage. I was raised in Lenoir, NC and have lived in the Hickory area all of my life. I returned home to Lenoir in 2018 with my husband and our two children. When I am not in the office or working with people in the community, you will find me outside playing with my daughters or camping by the lake with family and friends. My office is dedicated to creating a personal, one-on-one experience, so that I can focus on your strategy and helping you reach your long-term financial goals. Please feel free to contact me to discuss your situation and options. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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