About this Nominee
There is an old Chinese proverb that states, "give a man a fish, you feed him for a day. Teach a man to fish and you feed him for a lifetime."
I believe strongly in that wise proverb and it has been instrumental in my decision to become a financial advisor. My role as a financial advisor is to teach and ultimately empower my clients with financial tools. I decided I was going to learn how to take care of myself financially and then teach others how to do the same.
As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you are planning for retirement, saving for college for children 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. I can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. I am dedicated to providing you exceptional client service.
My team includes a wonderful branch office administrator, Tricia Welch. Tricia has over 20 years in customer care service. She focuses on going above and beyond to ensure clients feel understood and informed, and that their questions are answered. She loves spending time with her husband, James, and little guy, Finn.
I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, I can help you develop a complete, tailored strategy to help you achieve your financial goals.
While maintaining a balanced work life, I am a mother to two amazing boys, Christian and Mason. During my days off, you can catch me hiking on nature trails, attending yoga and Pilates classes, taking trips to the ocean and learning how to play golf.
I would love to have the opportunity to get to know you and teach you to fish in the financial world!