Learner | Strategic | Achiever | Futuristic | Individualization
I am a financial advisor with more than 20 years of experience in helping investors
reach their goals. At Edward Jones, we focus on serving the financial needs of individual investors of all
ages and financial means. We have built our business by treating our clients as we
would want to be treated, a simple idea that still makes sens
e in today’s complex
marketplace. My priority is on delivering a comprehensive approach to accumulating wealth that
begins with listening to your needs and helping to ensure every strategy is grounded
in understanding what you want to achieve. I use an established process to build personalized strategies for my clients to help
them reach their goals and understand what investments they own, why they own
those investments and how much they pay for them. Having lived in the Springfield area most of my life and raising my family here, I value
our community and the people in it. I am an active member of the community, currently serving on the board for Harmony House. I have served on several boards and volunteered with many organizations including, but not limited to, Wellness for Warriors, The American Heart Association, Junior League of Springfield, The Victim Center, Rotary, Springfield Women
Ambassadors of Golf, CoxHealth, Alzheimer's Association and The Southwest Missouri Humane Society. I am also a member of Leadership Springfield Class 42. Personally, I am mom to five adult children and ten amazing grandchildren! I also have two dogs I adore, Diego and Lucy. Outside of the office, I spend my time with family, traveling, crafting and kayaking, and I am always up for new experiences and adventures. Give me a call or stop by the branch – I look forward to seeing you!
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