Growing up as the middle of three girls in the mountains of East TN taught me three things: 1) treat others the way you want to be treated, 2) anything worth having is worth working for, and 3) nothing is sacred in a house with three girls. Upon graduating high school, I attended The University of Tennessee, Knoxville where I earned a degree in marketing and human resources. After working in the digital marketing space for a while, my heart to serve others won out, and I decided to purse a career with Edward Jones.
The ability to use my talents for the benefit of others has always been my passion; therefore, I consider the opportunity to serve as a trusted financial advisor to my clients a true privilege. I find that my true value is highlighted when working with individuals that work hard and desire their money to work hard as well. I invest my time in understanding the priorities of those I meet before a single penny is invested. Once goals are identified, I use an established process that begins with my understanding of the level of risk an individual is comfortable accepting and then develop a personalized strategy to guide them to their goals. Having a process like this provides a firm foundation so you know what to expect and can feel confident that we're being thorough.
Whether you're transitioning jobs, preparing to retire, living in retirement, or have no idea where to start - I will work to help you review your current financial situation and prioritize your goals to help you have an organized strategy.
The office is located on highway 290 beside of Whitey's Auto Auction, across the street from Ingles.