As an Edward Jones financial advisor, I assist individuals, families and business owners to help them make informed financial decisions and stay focused on what matters most to them. Whether you're preparing for retirement, managing a significant life transition, growing your wealth or planning for future generations, I believe financial advice should be personalized, practical and built around your unique goals. As a financial professional who has a CFP® certification and Accredited Asset Management Specialist™ (AAMS®) designation, I take a comprehensive approach to financial planning. I also collaborate closely with clients' CPAs, attorneys and other trusted professionals to help ensure all aspects of their financial lives are working together. Many of my clients are families looking personalized wealth strategies, retirees seeking confidence in their income strategy, and business owners navigating both personal and business financial decisions. I also enjoy helping employers evaluate workplace retirement plans and create benefits that support their employees' long-term financial well-being. My background in finance began at St. John's University, where I earned my degree while working for a leading investment management firm in New York City. In 2010, I completed the Securities Industry Institute program at The Wharton School of the University of Pennsylvania. Giving back to the community is important to me. I currently serve on the Board of Directors for the Upper Tampa Bay Education Foundation and previously served as an Ambassador for the Upper Tampa Bay Chamber of Commerce. I have also had the privilege of mentoring young professionals through the Hispanic Professional Women's Association Mentorship and Scholarship Program. When I'm away from the office, you'll most likely find me spending time with family and friends, supporting local organizations or enjoying everything the Tampa Bay area has to offer.
*Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate-planning attorney or qualified tax advisor regarding your situation