As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. Whether you're planning for retirement, living your retirement, saving for college for ch
ildren or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. In addition to my experience and training through Edward Jones, my experience includes owning a small business as area franchisee for The UPS Store, serving as CFO for the University Center at Tulsa and as a CPA for Coopers & Lybrand. I serve on the Tulsa Walk to End Alzheimer's Planning Committee and as Edward Jones' regional coordinator for the Walk. I am an active member of the Tulsa Canoe and Camping Club. I also enjoy coaching youth basketball, cycling, gardening, baking, kayaking, OSU basketball and OSU football. My branch office administrator is dedicated to providing you with the highest level of service possible. Please don't hesitate to call her with questions concerning your statement, dividends, cash transfers or your account in general. But we're not alone. Thousands of people and advanced technology support our office so that we can help ensure you receive the most current and comprehensive guidance. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
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