I’ve been a financial advisor with Edward Jones for 13 years. I have a passion for taking the time to understand the hopes and dreams of my clients. I create a customized strategy for each person, addressing present and future needs as well as for life's bumps along the way. Whether your goal is to retire early, reduce taxes, educate your children, use insurance as protection or legacy planning for those you cherish, I use a 5-step approach to offer customized solutions.
People deserve financial advice and a coach to keep them on track, and while our relationship is business, it is so much more than business - the work we do together is woven into the very fabric of life. Once their strategies are implemented, I maintain regular contact with my clients to inform them of any developments and address any needs or changes in their situations. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs,attorneys and insurance specialists, always keeping client information confidential.
I believe in giving back to the community. My involvement encompasses organizations such as CEO Chicks, Rotary International, Nemours Children’s Hospital and the University of Florida Alumni Association. We also raise awareness in our office for the Alzheimer’s Walk, Toys for Tots and Central Florida Foster Care Programs.
I hold the distinction of Accredited Asset Management Specialist from the College for Financial Planning. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Outside of my role with Edward Jones and my community, I enjoy spending time with my very large family. I am also an animal lover and enjoy outdoor activities.