I believe that investing my time to better understand you and your individual goals is essential. Every strategy and solution I curate is based on what is most important to you and your specific goals. I do this by developing a strategy that is sustainable, with long-term financial success. Whether your goals involve creating, spending, giving, protecting or transferring wealth, I particularly enjoy working with charitably minded clients and families who seek to create multigenerational wealth strategies. During my decade as a financial advisor with Edward Jones, I have earned the Chartered Retirement Planning Counselor™, or CRPC™, professional designation.I encourage the involvement of your CPA, attorney and other professionals in developing strategies that address your financial concerns, including tax mitigation, estate considerations and wealth protection strategies, as well as charitable giving, to tailor a strategy that meets your goals for you and your family.In addition to client work, I am deeply committed to leadership and mentorship within my firm. I am currently serving as the Colleague, Culture & Compliance Leader. I have served in several other key roles, including client transition leader, inclusion leader, performance level leader, field trainer and mentor. These roles allow me to support and help shape the future of our firm.Outside the office, I enjoy cooking, entertaining, interior design, lake life and attending live concerts. My husband, Tony, and I share a passion for traveling and riding motorcycles. I am also an active member of my community, supporting organizations such as Rogers County Volunteers for Youth, P.E.O. and Safenet Services.