Helping you get there is mine. Do you wonder if you are saving enough for a comfortable retirement? Has your employment situation changed? I help you look at where you are now, talk about what’s important to you and map out a strategy to get you there. Here at Edward Jones we partner together with you to help you reach your goals. I help you break it down into small steps that make a big impact ov
er time. How well you retire depends on how well you plan today. Preparing takes a long-term perspective. Putting it off wastes precious time. In addition to annual continuing education to stay up to date in a highly-regulated field, I’ve gone above and beyond to earn the AAMS® professional designation to better help you. People often ask, do I miss anchoring the news on TV? While I'm thankful for the people and places that career introduced me to, I appreciate the direct, personal impact I have on individuals and families now. Back then I hosted a regular segment on money matters and economic trends. Now I still get to ask questions to find what’s truly important. We work well with others. Collaborating with your tax professional or attorney helps me to custom tailor a strategy that’s best for you. The first step is a free conversation. I look forward to meeting you and showing you our personalized approach. When I’m not in the office helping clients, you can find me and my husband, Bruce, enjoying the trails of Oak Openings Metroparks. I love to garden, cook, spend time with family and friends and also our four-legged family members.
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