As an Edward Jones financial advisor, I help successful professionals, retirees and business owners make smart decisions about their wealth in order to lead meaningful lives. This includes helping my clients take care of themselves as well as the people and causes they care most about.My team follows an established process that begins by taking time to understand my clients' unique story, purpose and aspirations. Working closely with the client, their CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for my clients.Our holistic process addresses five key areas:- Investing that aligns with your risk and goals- Enhancing your wealth through tax mitigation and income strategies- Protecting your wealth- Planning for transferring your wealth, which may or may not be within the family- Managing your financial picture so you can focus on what's most important to youI obtained my bachelor's degree in finance from the University of South Florida in 2006. I began my career at Edward Jones in 2019 and was named a limited partner in 2025.I've worked within the financial planning and analysis space for most of my time outside of Edward Jones, as an analyst and manager across various industries, the top three being professional services, manufacturing and non-profits.My time working for multinational firms and family offices allowed me the opportunity to travel to five of seven continents. With these rich life experiences and my experience in the industry, I am well-suited to help my clients with their complex financial needs.I reside on the town line of Middleton and North Reading with my husband of nine years, A.J., and our 2-year-old daughter, Renee. Each day, I try to instill in her certain values that I also try to bestow on my clients. Those value are to treat every person with kindness, be attentive to the needs of others and show people you care about them.I welcome the opportunity to learn about you and your financial priorities.