At Edward Jones, we demonstrate our commitment to you, the individual investor, by being accessible and transparent in the way we do business – and, most important, we put our clients’ best interests first. It's the dedication to personal relationships that allows us to meet the unique financial needs of the LGBTQ community.
Before talking about investments or money, we believe it's important to meet you face to face to learn about your goals, understand your dreams and listen to your worries. Working together is an effective approach for your success – but the first step is getting to know you.
Once we have an understanding of where you are today, where you want to be and how to get there, we will work together to help ensure you stay on track. To keep your goals in focus, we'll help you:
Develop a strategy – determined by your long-term goals, investing time frame and risk tolerance
Stick with quality – buy and hold quality investments in a well-diversified portfolio and maintain a long-term perspective
Diversify – having several types of investments as part of your portfolio can help you weather an uncertain economy
To learn more about how we can work together, call today to schedule an appointment.
Growing up, my parents instilled in me the value of always doing the right thing, no matter how hard. This value has carried throughout my life and is something that I am passing on to my children. I am bound by my ethics, and I am a rule-follower through and through.
I graduated from Penn State University with highest distinction, earning a bachelor's degree in business logistics and international business. While working in the corporate world after college, I developed critical skills of relationship building and communicating complex facts and data into a story that is easy to understand. I also earned an MBA from the University of Vermont while working full-time. But after 17 years of climbing the corporate ladder, I needed to breathe new life into my career and find a job that truly makes a difference in this world. I needed to be a model for my children and demonstrate how working can be enjoyable and rewarding.
That is when I found an opportunity at Edward Jones. The role of financial advisor and this firm are a perfect match to my values, strengths, goals and desire to make a difference in my community. Edward Jones was built in 1922 with the fundamental principles of fair and honest investment advice in which the clients’ needs come first. In 2018, I joined Edward Jones.
In working with clients through my role as a financial advisor, I strive to empower others to take control of their finances. I love teaching people about ways to save, invest and how a proactive strategy can change the trajectory of their family's future.
My family and I live in Essex Junction and you can often find us out at sports activities and events in the community. I play soccer almost year-round and also love doing Zumba, and walking with our golden retriever. As a member of the LGBTQ community, I am focused on the financial needs of this community as well.
Please give a call or stop by the office. I look forward to helping you achieve your financial goals.