Fri 8:00 am - 4:00 pm
Evening and Saturday appointments available
I help people envision and achieve their financial goals. How do I do that? It's different for every person. It's important for me to understand what is important to you. What does your dream retirement look like? Do you want to help your children pay for college? Do you want to buy a boat or a vacation home? Once we figure out what is important to you, we use an established process to build personalized strategies to achieve your goals. After your plan is in place, we partner together throughout your life to keep you on track. I do this with the assistance of my branch office administrator, Paula Fortney.
I have been an Edward Jones financial advisor since 2014 and have been serving clients from my office in downtown Fremont since 2015. Before that, I worked at the Sandusky County Probate and Juvenile Court for seven years. Prior to that, I was a paralegal focusing on estate planning and probate work.
I have lived in Sandusky County since 2001 and have my girls, Shelby and Sydney, who keep me very busy. When I am not busy with them, I am on the board of directors of the chamber of commerce of Sandusky County, an active member of the Fremont Lions Club, Fremont Soroptimist, and the ProMedica Hospital Women's Auxiliary. I also bowl and love to travel.
Personal relationships are key, and in my view, meeting face to face helps to build strong relationships. I meet with my clients when it is convenient for them because I recognize the challenging needs of their businesses and personal lives. Please contact me to discuss your situation and options.