Pleasant, Michigan, and across the country navigate their financial lives with confidence and ease. As a CERTIFIED FINANCIAL PLANNER® professional since 2022 and a limited partner since 2023, I'm dedicated to taking the complexity out of financial strategies, retirement planning, and investment strategies. I am licensed in multiple states, allowing me to serve clients 100% remotely as well as in-p
erson, so you can focus on what matters most, wherever you are. Our branch team includes Sarah Smith, our dedicated branch office administrator, who has been with Edward Jones since 2021. Clients consistently praise Sarah for her kindness and genuine desire to help them accomplish their financial goals, ensuring a seamless experience. Pleasant, a community known for its strong ties to Central Michigan University and diverse economy. Outside of work, I enjoy exploring the local parks and cultural attractions that make Mt. Pleasant a vibrant place to live and work. Many of our clients are widowed, divorced or single women who appreciate delegating their financial matters while remaining engaged in the planning process. My focus is on empowering women to take control of their financial future after divorce or loss. I help guide them through the financial world—often for the first time—using clear, jargon-free language. My goal is to help you feel independent and in control of your finances. We're here to answer your questions about investing, retirement, wealth management and financial independence, whether you're in Mt. Pleasant, MI, or another state. Contact our Edward Jones office today to see if we're the right fit for your financial journey.
Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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