After working for 11 years, supporting thousands of clients and attaining the rank of vice president at Fidelity Investments in Plano, TX, I felt clients should be treated in a more personalized and holistic relationship. I chose to continue growing my practice at Edward Jones based on the culture here and the ability to truly support any financial aspect over my client's lifetime.
I became a financial advisor based on the passion I have in wanting to help people while also trying to empower their financial future. I genuinely want to know what is important to you and why that is of importance before you invest your money. I believe that trust, transparency and integrity are critical pillars of relationships with my clients. To better serve my clients, I earned the CFP® certification in 2016. My clients' interests come first, and I truly take pride in seeing their success.
Member Since: 2021