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, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement planning so you have a variety of options when the time is right for you.
A graduate of the University of Missouri, I hold a bachelor of science and business administration degree in corporate finance and personal financial planning. Active in our community, I am on the board of directors for the Barrington Area Chamber of Commerce and the Consumer Credit Counseling Services of Northern Illinois, as well as a member of the Cary-Grove Chamber of Commerce, business Networking International (BNI), Barrington Lions Club, and president and founder of the Barrington Young Professionals Group.
In 2013, I began my career with Edward Jones and then became a financial advisor in 2014 when I entered the Financial Advisor Career Development Program at the St. Louis, MO, headquarters. I am a CFP® professional and hold a Series 7, Series 66, life, health and long-term care insurance licenses. I chose Edward Jones because I want to make a difference in the community and help individual investors, families and business owners work toward achieving their financial goals.The Edward Jones personal approach to serving our clients is a team effort. My branch office administrator, Deb Evans, and I are both local residents and dedicated to providing you with the highest level of service possible. At Edward Jones, we are focused on you. The firm has thousands of talented individuals and advanced technology supporting our office so that we can help you. If you would like to learn more about the Edward Jones approach to investing, please call to schedule an appointment.
Together, we can get you to where you want to be.