Many of my clients come to me looking to not only plan for their futures, but for the people that come after them. Because leaving a legacy is important.
For me, working at Edward Jones is part of the legacy I’m trying to create in my own life. I’ve always known I wanted to go into finance. While I have other passions — I’m an avid horse rider and I love to cook — financial planning is in my blood.
Coming from a family that works in the industry, the relationships my parents built with their clients made a big impact during my formative years. I watched how having the right financial strategy made their significant events, like graduations, funerals, weddings, and divorces, just a little bit easier.
It’s why I’m so passionate about helping my clients create a financial roadmap for a secure and comfortable future.
When you find yourself in a period of transition, thinking about retirement, or wondering what to do after the death of a spouse, you want to know you have a partner who’s there for the long haul. That’s what I work to create with my clients: A relationship built on trust.
I always say that investing is about balance. Make sure you’re prepared for the future, but remember to live for today as well. Using an established process, I work with my clients to build a proactive investment strategy designed to meet their specific goals and objectives, while still enjoying the fruits of their labor now.
The value I place on building relationships doesn’t stop with my clients. I currently serve as committee chair/former president of Soroptimist in Burlington, WA, and as secretary for the Stanwood Chamber of Commerce board. And when you visit my office (across from Twin City Foods), you’ll get to see the power of partnerships first hand.
I couldn’t do what I do without the support of my branch office administrator, Trish Heath. Trish, a loving mom, former pastor, and experienced administrative professional, believes in service to others above all else. It’s our shared dedication to family, the Stanwood and Camano Island community, and superior customer service that makes us such a great team.
Please contact me or stop by in person to learn how we can work together to safeguard a lasting legacy for yourself and the people you love.
Estate & Legacy Strategies
Retirement Income Strategies
Retirement Savings Strategies
Spending Time with Family