As a financial advisor at Edward Jones, I help successful professionals, business owners and retirees make informed decisions about their wealth and live the life they choose. My approach is holistic, and I address current needs, unexpected needs and future needs while factoring in tax efficient investment strategies and estate considerations. Working closely with the client, their tax professional and attorney, I can help determine the most appropriate financial strategy for my clients. I use an established process and take the time to fully understand my clients' unique story. We then tailor a personalized financial strategy. What's most important is the continuous follow up as we partner together to respond to life changes and help clients stay on track. I chose to be a financial advisor because I truly enjoy serving others. My career allows me to help my clients realize their financial goals so that they can focus on enjoying their lives and the people most important to them. When I'm not serving my clients, I'm spending time with my family or serving my community by volunteering with my local Rotary club. On a personal note, I was born in Philadelphia, Pennsylvania, but I grew up traveling the world with my military father. I come from a family of servicemembers including my grandfather, husband, brother and son. After college, I started my 20-plus year career in insurance and financial services helping clients protect their assets. My husband and I are empty nesters and enjoy traveling and listening to live music. After completing his military service, my son is now attending college and my daughter is enjoying her life living in Amsterdam, The Netherlands. I hold the Chartered Life Underwriter®, or CLU®, and Chartered Financial Consultant®, or ChFC®, designations from the American College of Finance.Thank you for exploring the opportunity to work with me. Please call my office at 310-301-2183 to schedule a complimentary review or introductory meeting.