I have been in the financial services industry since 1993. I earned my Bachelor of Business Administration degree from the University of Miami in 1993, my Master of Business Administration from the University of Miami in 1996 and was awarded the Chartered Financial Analyst® designation in 2002. The CFA Institute awards the CFA® designation to those who have passed the CFA Program, a graduate-level self-study curriculum and examination program for investment professionals that covers a broad range of investment topics. The CFA Program requires up to 300 hours of study for each of three exams and can take from two to five years to complete. I was awarded the CERTIFIED FINANCIAL PLANNER™ certification in 2023. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. My career began in South Florida, working first at Northern Trust Corporation, then at Bessemer Trust Company. I moved to Homer, Alaska, in 2006, and after spending some time at Wells Fargo, joined Edward Jones as a financial advisor in 2012. I now serve my clients from my Edward Jones office in Fairbanks, Alaska.I am a financial advisor who serves individuals and business owners who value advice and want a financial advisor to be intimately involved in their entire financial picture. My in-depth process coordinates all aspects of my clients' finances to create a strategy designed to help them meet both short-term and long-term financial goals. I have a strong sense of community, and volunteer often. I have been involved with many organizations, including the Downtown Association of Fairbanks, Fairbanks Children's Museum, Solstice Tae Kwon-Do, Hospice of Homer, Rotary, Big Brothers/Big Sisters of Alaska, Homer Chamber of Commerce, Sprout, Relay for Life, South Peninsula Hospital Service Area Board and the food bank. I live with my husband, Scott, our son, Patrick, and our dogs, Romy and Blazer. I enjoy spending time with my family and get outside to enjoy Alaska with them as much as possible. I hike, camp, bike (mountain, road, and BMX), ski, snowshoe, run, practice Tae Kwon-Do and occasionally take it easy with a good book by the fire.