Edward Jones is a full service Brokerage Firm that specializes in Wealth Management through retirement and college savings, stocks, bonds, mutual funds, cash and credit strategies, and insurance and annuity needs. I am proud to hold the Series 7/66 license and represent a firm that is ranked #1 on J.D. Power's Investor Satisfaction in 2019.
How Member Creates Value:
I partner with individuals and families to help visualize their needs and create an action plan to get to where they want to be.
WHY I AM PROUD TO BE AN EDWARD JONES ADVISOR
As a daughter of two "Vietnamese Boat People," - refugees who fled Vietnam by boat in the 1970s, I was fortunate enough to have been raised in a home where instilling the values of financial independence was a priority for my parents. The financial planning that my parents had done the minute they stepped foot on American soil to live the American Dream inspired me to help families plan to live out their own dream. It's a great story that I would love the opportunity to tell you about!
As an Edward Jones advisor, I believe in approaching your needs together. My goal is to approach financial advising in a holistic manner to help my clients sleep better at night. I take pride in getting to know you and finding out what's important to you. Why are you investing? What do you want to do? This is your financial dream.
I then use my established process to build a strategy tailored specifically to your goals. But our partnership does not stop there. I work with you throughout life to keep you on track, and proudly celebrate your successes along the way.
Why Edward Jones? That comes down to value too. I chose to represent a firm that cares for, respects and values their employees' individual contributions as if they were family. This familial feeling is extended to our relationships with clients as well, and that is why we value a face-to-face presence within our community.
When I'm not helping families organize, grow and protect their wealth, I enjoy snowboarding, cooking and spending time with my family and friends in my backyard.