Defense Language InstituteMilitary Trusted Businesses
Originally from Denver, CO, I joined the Army in 1987 and was fortunate enough to be stationed at Ft. Ord, CA where I met my husband Robert. In 2007 our son, Darian, was born and our dog, Poppy, completes our small family.
I began my career in the financial services industry in 1992, knowing very little about investing at the time. It ended up being one of the best decisions I ever made. I have worked with families, businesses and foundations, each having very different needs and investment strategies to accomplish their objectives.
I have been active in my communities, serving on boards such as the Jaycees, Salinas Valley Business Women’s Network, Salinas Chamber of Commerce and 2nd Chance Youth Services. I volunteered with CASA and the Boys & Girls Club, participated in Leadership Salinas Valley and won the Athena Award – Business Woman of the Year.
I thoroughly love what I do! There is no higher reward than to see clients achieve success financially – maybe by opening their first account to start investing in themselves, seeing their children through college or enjoying the rewards of retirement. Whatever your goal might be, I work with you to develop specific strategies to help achieve your goals.
Although, no path taken is without its bumps in the road – whether due to divorce, loss of loved one or some other life challenge – I am with you every step of the way: guiding you through the process, ensuring you understand and know your options, listening to what is important to you and helping you find the path to achieve success.
Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.