Edward Jones Financial Advisor

I run a financial advising and planning practice that blends strategy with heart. My focus is on helping families, professionals, and single parents build financial confidence through customized investment, retirement, tax, insurance, and estate strategies. Life doesn't move in a straight line, so I design plans that can adapt-- giving clients clarity in uncertain times and a path forward that reflects both their goals and their values.

My business creates value by making complex financial decisions simple, actionable, and aligned with real life. I guide clients through investment strategies, risk management, and tax-efficient planning in a way that feels approachable and empowering. Beyond numbers, I provide the structure and accountability that helps clients stay on track while also being flexible enough to adjust when life changes. The result: clients save time, reduce stress, and gain the confidence to make smart financial moves for themselves and their families.

I create value by bringing both technical expertise and lived experience to the table. As a single mom, former professor, and financial advisor, I understand how overwhelming it can feel to juggle competing priorities. That's why I focus on listening first, then creating personalized strategies that actually work in daily life-- not just on paper. I connect deeply with clients, especially those navigating large transitions, and help them feel empowered instead of intimidated by their finances. My clients and referral partners know they're working with someone who truly cares about their success-- both financially and personally.