AAMS®, CRPS®, ABFP™
As an Edward Jones financial advisor, I believe it is central to our working relationship to deeply invest my time in understanding what your financial goals are before you invest your money. Relationships are key, and in my view, meeting face-to-face or virtually at my client's request builds strong relationships. I meet when it’s convenient for my clients because I recogniz
e the challenging needs of their work and personal lives. I attained a bachelor's degree from Bradley University and my MBA from Keller Graduate School of Management. As a Chartered Retirement Plan Specialist ™ professional and having career experience administering employee benefit plans from inside companies, I assist business owners and nonprofits in establishing a retirement program that attracts and retains quality employees. As an Accredited Asset Management Specialist™ professional, I work hard to ensure my clients are invested properly for their personal goals and needs. I also achieved the designation of Accredited Behavioral Finance Professional™, which includes an in-depth study of investing topics such as the foundations of behavioral finance, investor behaviors, common cognitive and emotion-based investor considerations, as well as real-world applications for investing and retirement planning.
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