I'm inspired every single day by the people I'm so lucky to work with and meet. I have a passion for helping others. Helping you build and manage your financial wealth is a responsibility and honor that I take very seriously.
I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Financial planning is a process, not a product. I enjoy working with people who are serious about their finances and who appreciate steady, proactive guidance. My philosophy is to be diligent and prepared, and to follow a well thought out long-term strategy to help you achieve what's most important to you.
I'm committed to working with you to make sure that your financial strategy is flexible to accommodate changes in your life. As your life transitions, so will your financial needs. I will help you as you change jobs, retire or receive an inheritance. I'm committed to developing a customized strategy for your long-term success, whether your goals involve organizing, planning, giving, protecting or transferring wealth.
Working closely with your CPA and attorney, I can help determine the most appropriate financial strategy for you. I am licensed in multiple states and serve clients throughout the country. When you contact our office, you will be greeted by a skilled member of our branch team. My senior branch office administrator, Tonia Johnson, and branch office administrator, Laura Wilkerson, are here to provide the most ideal client experience. We ensure our service and follow up is quick and efficient. We make it easy to do business.
I joined Edward Jones in 2010. I have been a financial advisor since 2015 and became a limited partner in 2023. I graduated from Southern Illinois University with a degree in finance. After graduation, I attended McKendree University where I earned my MBA. In addition, I have held various leadership and coaching roles at Edward Jones.
Outside of the office, I enjoy spending time with my husband, Sidney, and our two boys, Asher and Vander. We love traveling, going to the lake, being outdoors and playing with our adorable bernedoodle, Wrigley.
I encourage you to reach out for a consultation to help me understand what's important to you and what you're looking for in a financial advisor. Let's define what financial success looks like to you!