Well I help individuals and business owners take that stress off their plate so they can reach their goals. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Start a career, buy a house, save for the future, raise children, launch a business, retire comfortably and oh – try to find "balance" throughout it all. I know the fear, stress and confusion t
hat money can cause and I'm here to help you learn how to control your money, instead of letting it control you. First, I like to take a macro-level approach to understand what's most important to you. Your goals. Your dreams. Your priorities. Then we take a deeper dive, a micro approach, to help align your money with your goals. I partner with you and meet regularly to keep you on track. I've been with Edward Jones since 2016. I started as a branch office administrator. This enabled me to learn more about the industry and how to efficiently run a branch. What I learned the most, however, is how much I enjoy building and maintaining relationships with clients. This is why I became a financial advisor. I value relationships, honesty and integrity. I was born and raised in the Florida Keys and come from a family of small business owners. I am also a wife and mother to three amazing children. I enjoy fishing, woodworking, gardening, spending time outdoors and DIY projects. I also love to serve in my community. I enjoy giving back and helping others. Are you wondering any of these questions?
-The market makes me nervous. What should I do?
-What is an IRA or a 401(k)? Should I invest in one?
-How much do I need for retirement? Am I on track?
-I'm retired. Will I outlive my money?
-Am I saving enough? Can I pay off debt?
-How am I financially protecting my loved ones?
-Does my investment strategy match my goals?
-I left my employer. What are my options? If you have any of these questions, or any others, I'd love to chat! Call my office at 770-251-8391 or email me at [email protected].
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