After more than twenty years in corporate leadership roles, I joined, in my opinion, the best financial services firm in the world. At Edward Jones, diversity and inclusivity are key values that are truly lived in the way we work together, every day.
As a financial advisor, I partner with my clients to understand what is most important to them. Together, we build tailored strategies to reach financial independence using an established process and support from our home office team. I meet with my clients regularly to help them stay on track to achieve their long-term financial goals. Although many of my clients are from Northern Michigan, I work with clients from around the United States, leveraging our tools to connect with them remotely.
I am inspired by my Edward Jones colleagues in the field and in our home office. The support we give each other is beyond anything I’ve seen elsewhere, and everything we do is fully centered on deeply serving our clients. What’s most important to you is what’s most important to us.
Originally from Midland, living in Northern Michigan has been a long-time dream and I’m thrilled to be managing my business in beautiful Traverse City.
I am currently welcoming new clients. If you or someone you know may benefit from partnering with me, I encourage you to reach out.