As an Edward Jones financial advisor, I believe it's important to invest my time to understanding what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals. The ability to impact lives has always been my goal. I strive to serve clients in an unbiased fashion with the support of a strong local team as well as our home-office professionals. I serve the serious long-term investor, focusing on helping individuals, entrepreneurs and families develop and implement comprehensive financial strategies. Whether you're planning for retirement, saving for college for children or grandchildren, or trying to protect the financial future of the ones you care for the most, we can work together to develop an investment plan, tailored to your specific needs. We also monitor your progress to be sure you stay on track or determine if any adjustments should be made. Throughout it all, we're dedicated to providing you top-notch service. But we're not alone. Thousands of people and advanced technology support our office, so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance. We can help you develop a strategy for working toward your retirement goals. Our branch team is dedicated to providing you with the highest level of service possible. A little bit about me: I am a lifelong resident of Eastern North Carolina. I have a wonderful family: my husband, Allen, our two sons, AJ and Alex, and our beagle, Wilson. We enjoy our time together and with friends, travelling, being outdoors and exploring new adventures together. Previously, I worked in the banking industry for nearly 25 years before joining Edward Jones.