As an Edward Jones financial advisor, I want to understand what’s most important to you, and why. Only then can I use my established process to build a personalized strategy to help you reach your financial goals, forming a lifelong partnership that empowers you to invest wisely, live generously and leave a legacy.
My Philosophy is this: You're the captain of your own financial ship. Whatever voyage you're on, whether it's planning for retirement, saving for education or preparing for the unexpected, you're at the helm deciding the destination. When we partner together, I become your GPS. I plot the course based on your instructions, show you alternate routes to reach your destination and help you understand the benefits/tradeoffs of each. Once on course, I diligently scan the horizon, searching for opportunities and obstacles, and proactively call them to your attention. It would be my honor to stand by your side, helping you navigate difficult waters and keeping you pointed toward your dreams.
My Process is this: First, an Introductory call to make sure we're a good fit. Second, a Discovery meeting focused on understanding what's important to you, and why. Third, a Strategy meeting, where I present a personalized financial strategy and we determine our next steps together.
My Clientele: I welcome a conversation with everyone, but I primarily partner with higher net worth clients who have more complicated financial situations so I may fully apply my CFP® certification, collaborate with your tax and legal professionals, and formulate the best strategy for you.
About me: In college, I spent my summers working for nonprofits in D.C., where I met my husband, Greg. We bonded over our desire to find careers that allowed us to serve others. Fast forward, and we are now the 'dream team' in complementary careers that allow us to make an income while making an impact. Greg is an estate planning attorney at a boutique law firm in Enumclaw, and I get to combine my passion for helping others with my studies and experience in economics and international business to best serve you.
I am VP of the Highline College Foundation Board, a member of the Fed Way Chamber and an active community member. In my free time, you may find me at a coffee shop reading, up the side of a mountain with my women's hiking club or out on the town on a date night with my husband.