102 NW 3rd Street
Abilene, KS 67410
Toll Free: 855-200-3794
My Professional Approach
When it comes to investment planning and preparing an investment approach that helps meet your needs, it all starts with trust. I also recognize we don’t earn that trust overnight. It develops over time in an atmosphere of mutual understanding and respect. This is precisely why I joined Benjamin F. Edwards & Co. I appreciate being a part of a firm that insists on putting my clients’ needs first. I have the flexibility to design investment solutions that meet your unique needs and your changing life.
I love being a part of my clients’ lives and becoming a trusted ally for them and their families. I want to be someone you can count on when you need assistance with everything from the most basic to the most complex financial questions.
I take the time to get to know my clients and their circumstances. It is, after all, those issues that will drive your financial goals and help form the framework of your financial plan. As we work together, I’ll ask a lot of questions and carefully listen to your responses. From there, we’ll work to put a plan together, and meet periodically to assess our progress. We’ll also use those meetings as an opportunity to update things and make changes, if necessary.
My areas of concentration include strategies around retirement income planning, Social Security, women’s investment solutions, long-term care insurance, charitable giving and tax-advantaged investing, and estate planning.
I moved to a career in financial services after going to seminary and working briefly as a pastor in the United Church of Christ. I enjoy being part of a small-town community, raising my children in the town where my husband grew up, and sharing a sense of Abilene hometown pride with my neighbors. I spend my free time reading, playing piano, trying new recipes and playing with my children.