Leesburg, FL 34748
About this Business Team Member
I have been with Edward Jones since 2004. I began as a Branch Office Administrator and became a financial advisor in 2008. To better serve my clients, I earned the CFP® certification.
Using a holistic approach, I help my clients build personalized financial strategies designed to achieve their unique goals. I begin by gaining an understanding of my clients’ current situations. After a comprehensive evaluation, I create strategies to address their needs. Once the strategies are in place, I maintain open communication with my clients to help keep them on track. When beneficial to my clients, I collaborate with CPAs, attorneys and other trusted professionals, always keeping client information confidential.