I had been with the same company for almost 25 years, but with every promotion, I kept drifting further from what I enjoyed doing most: helping my team reach their career goals. When I spoke with my Edward Jones financial advisor about this issue, he suggested that I explore joining Edward Jones. I’m so grateful for his suggestion because every day, I get to do what I love: helping people live better lives. Personal finances can be intimidating. I work to make them more understandable and accessible. Taking a holistic approach, I help clients put purpose behind their investments. Together, we organize, grow, protect and transfer their wealth. Due to my own life experiences, I bring a unique understanding when clients are faced with any of the following:
• Chronic Illness: I was diagnosed with breast cancer in 2015. That diagnosis changed the way I live my life. It also forced me to evaluate my finances and plan for unexpected expenses that are part of an unexpected diagnosis.
• Divorce: Each stage of a divorce requires a different focus. I understand the importance of having a trusted financial advisor who helps logically guide you through an emotional time.
• Career Transition/Change: It’s not always known when a job loss might occur. I can help you build financial strategies to withstand career changes, planned or unplanned.
• Aging Parents: As my parents age, I’ve experienced how the parent/child relationship changes. I approach discussions with compassion and empathy, offering assistance without making people feel as if they are losing their independence. I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation – let’s chat.
Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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