My Professional Approach
My desire to do what’s right for my clients drives the advice I them as their financial advisor. It’s also why I helped open a Salem, Ill. office for financial services firm Benjamin F. Edwards & Co. This firm is as dedicated to my clients and serving them as I am. It’s refreshing to see this after nearly 40 years in working as a financial advisor and helping my clients with their investment and wealth management needs.
Whether you are planning to send children to college, saving for a secure retirement, wanting to transition wealth to the next generation smoothly and efficiently – I can help. I’ll start by listening to you.
We’ll sit down and discuss what your investment goals and objectives are. We’ll assess your tolerance for risk and your investment time horizon. You’ll tell me about your family and their circumstances, as well as your own. We’ll also explore your hopes for the future and your anticipated investment needs. Together, we’ll then craft a financial approach tailored to your specific needs and get to work. In the months and years ahead, we’ll check in on our financial approach, make sure it is performing as designed and needed, and tweak it – if necessary. That’s what client first service means to me – and all of the professionals at Benjamin F. Edwards & Co.
All of this starts with a phone call, or you can stop in and visit our Salem, Ill., office. I look forward to introducing you to the client-first service that I embrace as a proud financial advisor with Benjamin F. Edwards & Co.
When I am not serving my clients from our renovated office building, which was built in 1936 by the Works Progress Administration, you might be able to find me playing the piano and keyboards with a rock band, or in my church praise band. I love to cook and spend time with my husband, my two children, and my three grandchildren.