The ability to impact lives has always been my goal. As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college or just trying to protect the financial future of the ones that we care for the most, I take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, estate planning attorneys and life insurance specialists and agents to execute needed actions.
I received my undergraduate degrees from Northern Illinois University and an MBA from the Lake Forest Graduate School of Management. I hold my Life, Accident and Health Insurance Agent Licenses, Accredited Asset Management Specialist (AAMS) designation as well as FINRA 7 and 66 registrations. Prior to starting my career with Edward Jones in 2014, I held management positions for two large insurance companies, a global bank and was a small business owner.
My Focus: Working with successful individuals, business owners; offering financial analysis, portfolio strategies, annuities, retirement plans, life insurance, and wealth transfer strategies.
Ideal Clients: Households and small business owners with invest-able assets interested in goal setting, developing a financial strategy, and listening to advice.