I am a CERTIFIED FINANCIAL PLANNER® professional, welcome to my Edward Jones branch of Mount Washington Valley. My passion is to provide financial guidance for investors through all life stages and market conditions. My branch focuses on financial guidance across five key areas:
Goal Planning
Cash & Income
Portfolio & Investment Allocation
Risk and Protection
Estate & Wealth Transfer
I follow a
process to discover and understand your current financial situation and goals before I analyze and develop a recommendation focused on your needs, wants, wishes, and concerns. Our partnership is supported by researchers, analysts, and advanced technology to ensure you receive the most current and comprehensive guidance. I welcome the opportunity to collaborate with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy that leverages everyone's knowledge. I am grateful for having a positive impact to help improve the lives of my clients and better my community. I am grateful for my office assistant, Irene Pimentel. Together, we focus on what is important to you. I moved to New Hampshire in 1983 to obtain a teaching degree from the University of New Hampshire, College of Health, and Human Services. I worked as an operation manager for my uncle's business for twelve years. My career with Edward Jones started in 2017. I earned my CFP® designation from the University of Texas – Austin, Center for Professional Education. I live in Interval NH as an empty nester. I find immense joy watching my four young adult children making a positive impact in their communities. I am a parishioner of Our Lady of the Mountain church, a North Conway Rotarian, a member of the Mount Washington Valley Chamber of Commerce, Jackson Chamber of Commerce, and board member of the Granite State Health and Fitness Foundation. Irene, and I invite you to call or stop by our office to get to know us better or schedule a complimentary portfolio review. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Member SIPC.
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