Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.
How Business Creates Value:
As an MBA, executive, entrepreneur, and educator with 25+ years of business experience, domestically and internationally, I help individuals and business owners build wealth strategically to live their dreams, plan for the unexpected, send their children and grandchildren to college, and enjoy a long and happy retirement. I am also an Accredited Asset Management Specialist and a Chartered Retirement Planning Counselor. My clients appreciate that I can make complex concepts less daunting and easy to understand.
How Member Creates Value:
As a trusted advisor, I believe it's important to take the time to learn what is important to you before helping you invest your money. It's not a one-size-fits-all approach. Working closely with you, your CPA, and other professionals, we help determine the most effective strategies to help you meet your goals.
I bring more than 25 years to the partnership, as an executive, entrepreneur and educator, having worked domestically and internationally to partner with business owners, families and individual investors to help them build wealth and protect their hard earned assets, using an established strategy and a long-term, diversified, quality investment philosophy. I am also an Accredited Asset Management Specialist and a Chartered Retirement Planning Counselor. My clients appreciate that I can make complex concepts less daunting and easy to understand.
My family and I live in the Thousand Oaks area. As a wife, and mom of twin boys, I love spending time with my family outdoors as much as possible or watching Marvel movies with my boys.
I enjoy giving back through teaching for more than a decade for several Universities, including my alma mater, Pepperdine Graziadio Business School.