CA License #0G55760
MY PROFESSIONAL APPROACH
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect. My practice focuses on helping all investors—especially women who are undergoing a transition in their life such as a new career, retirement or have received an inheritance.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor in our Clayton, MO, office. I began my financial services career in 1986, and I am passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I enjoy spending time with my son, Evan—especially watching him play baseball. In addition, we like to play kickball and travel the country visiting amusement parks.
AREAS OF CONCENTRATION
- Asset Allocation
- Education Planning Strategies
- Financial Planning Strategies
- Investing for Women
- Investment Strategies
- Retirement Planning Strategies
- Wealth Management
- Women in Transition
EDUCATION AND CREDENTIALS
- Northeast Missouri State University, Bachelor of Science degree in Business Administration