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, we will determine appropriate financial strategies for you and your family.
In 2013, I began my career as a financial advisor serving clients in the Jenison/Hudsonville area. I became a limited partner with Edward Jones in 2018. I believe in the spirit of giving back and have held numerous leadership roles with Edward Jones, including field trainer, diversity inclusion specialist and mentor, as well as completed two asset-sharing programs.
I earned my bachelor's degree in finance from Adrian College.
I earned the AAMS® professional designation in 2017. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I earned the CFP® professional designation in 2019. The CFP® designation represents an individual's ability to apply financial planning knowledge to client-specific situations in the areas of financial planning, taxes, insurance, estate planning and retirement.
My family and I have lived in the community almost 20 years. I love being able to serve and make a difference in the community. A special passion of mine is helping widows, divorced women and single women understand where they have their money, what it is doing for them now and what they can expect in the future.
I believe investments should be tailored to your needs and not based on generic guidelines for someone your age or at your stage of life. We offer investment solutions tailored to all your financial goals.
I would like to help provide answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.