Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of families in my community, and I joined Edward Jones because I discovered their core values aligned with mine.
My goal for every interaction is to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with you to help keep you on track over the long term. I focus on helping my clients understand the investment world in terms they can understand, so they know why I suggest a specific strategy; what to expect from it and how much it is going to cost. I realize life happens through your saving and investing years, so I will help you adapt your strategy at every turn so that you have a clear path to achieving your vision.
I started my career as a financial advisor at a local credit union before joining the Edward Jones team. My background has helped shape the way I run my business to ensure my clients feel heard, respected and treated with kindness. I hope to become a trusted partner and lifelong friend to every person who walks through my door.
On a more personal note, I was raised in Mishawaka, IN. I received my undergraduate and MBA degrees from Bethel University. This community holds a lot of my heart as it is where I met my husband and where we choose to raise our five children. We are also a very big dog family and I mean that quite literally. We have a Great Dane (Goliath) and three Saint Bernard's (Aries, Calypso and Tritan) that are all so goofy and lovable.
Wherever you are on your financial journey, it's beneficial to have a guide and an advocate. I'd be honored to work with you and your family. If I can assist your family, let's set up a time to meet.