Since becoming a financial advisor at Edward Jones, I have the privilege and honor of working with clients (many of whom I can even now call friends) on a day-to-day basis. Not only do I get to help clients achieve their financial goals, but I get to celebrate in the successes of many of their personal triumphs as well (job promotion, weddings, births of children and grandchildren, etc.). I am one
of those lucky people who loves what they do and I'm so thankful for the opportunity to make a difference in the lives of my clients and their friends and families. Together with my business partner, Sarah LaFountain, we use an established process to get a complete understanding of what your long-term financial goals are. I then build customized financial strategies tailored to you to help those financial goals become a reality. Whether you are planning for retirement, saving for a college education, navigating the intricacies of processing an estate from a loved one, or just looking for general financial advice, our team is here to help. Outside of my role with Edward Jones, I enjoy participating in my youngest daughter's sporting schedule. I founded a travel softball program 4 years ago, Great Lakes Premier Softball, and have the privilege of traveling the country with my team as they compete at the highest level. One thing is for certain - it's never too early (or late) to start planning for financial success. Working with our team you can expect someone ready to listen to your needs, to build strategies to help you achieve results and ultimately, have a financial partner that will be there for you every step of the way.
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