I experienced hard work and entrepreneurship at a very young age. During the summers starting when I was 10 years old, I regularly accompanied my dad to our family’s donut shop. There, I had the opportunity to work directly with customers, getting first-hand experience of what customer service truly meant. I developed a strong work ethic and learned the value of money and the importance of saving for the future starting in those early years. As an Edward Jones financial advisor, my goal is to make a meaningful difference in the lives of my clients by helping them achieve their most important financial goals. Whether you are going through a life transition, planning for, or living in, retirement, growing or selling a business, saving for college for kids and grandkids, or trying to protect your family’s financial future, I am here to help.What you can expect from me:- Confidentiality- A personalized strategy based on your financial goals and comfort with risk- Regular review of your situation, goals, strategy and investments- Personalized attention and prompt answers to questions and concerns- A consistent, established process- Availability to help your family and friends if they so desireWe are a good fit if you:- Have long-term goals and are willing to follow a time-tested process to help reach them- Are willing to share your total financial picture, even if your assets are not held at Edward Jones- Value the relationship that we can develop over time by partnering togetherMy branch is highly efficient largely due to my support team. Branch Office Administrator, Doreen Nelson, joined the team in July 2023. She has 13 years of charter school office administration experience and over 25 years of customer service experience. Sr. Branch Office Administrator, Ann Allen, started with Edward Jones in early 2016. She comes from 10 years with Cal State Long Beach and has lived and worked in Long Beach for 30 years.Outside the office, you can find me spending time with Bobby, my husband of 19 years, our two teenage sons, and with family and friends. I stay active by hiking, golfing, doing Pilates and volunteering at local organizations including the Los Alamitos Education Foundation, where I sit as chair of the Board of Directors.We look forward to partnering with you! Please give our office a call today to schedule a complimentary consultation.