Edward Jones

I am passionate about helping others by knowing they have a strategy in place to provide for their goals, as well as a safety net to prepare for the unexpected.

I am proud of my roles as a financial advisor to my clients and as a new wife to my husband, Michael. We got married in October 2019 and are now going through all of joys of being newlyweds, including buying our first home and navigating family holidays. I love our Sunday lunches with my new family, spent playing Pinochle and Cribbage. Michael and I enjoy fishing together, especially trout, and getting together with family and friends to play board games. Michael is the Assistant Fire Chief in Hubbard, and we are both very involved with the community through volunteer work, fundraisers like Fill the Boot, and as a member of the Salem Kiwanis.

As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA and attorney, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do. I am proficient with PERs plans and also work with small business owners in evaluating their business retirement plans and transition strategies.

Each person has very different goals and aspirations, which makes this business so rewarding. However, we all have a future that we need to prepare for. Whether it is achieving a dream retirement, making it through retirement, preparing for the unexpected, or something completely different for you, there is no better time to start than now. I help people dive into where they would like to be and guide them toward a strategy to help achieve their financial goals.

If you want to have a conversation about how we can help, please feel free to reach out, I would love to chat!