One Country Club View
Edwardsvsille, IL 62025
Toll Free: 855-880-8901
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. in 2019.
I am passionate about helping individuals and business owners meet their financial goals and giving back to my community. I will take the time to get to know you and your circumstances. It is, after all, those issues that will drive your financial goals and help us form the framework for 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 your progress. We’ll also use those meetings as an opportunity to update things and make changes, if necessary.
I moved to a career in financial services after working at the Boeing Company for over twelve years as a Contracts Administrator.
In 2015, I was appointed by the Mayor of Maryville, IL to serve on the Maryville Community Improvement Board, a volunteer committee that develops programs to benefit residents. In 2018, I was reappointed to serve another three-year term. During my tenure, I initiated a project to recognize outstanding young citizens in the Village. Through this activity, I work closely with the local churches and schools to encourage students to volunteer and to select candidates for the award on an annual basis.
In my spare time, I enjoy staying active, traveling, and watching my son’s hockey games. I volunteer at local races and other fundraisers to support causes that affect my family, friends and clients. I am a proud military wife and have contributed many hours to support veterans and their families; a cause near and dear to my heart.
Education and Credentials
- I received a Master’s of Business Administration in 2007 from Saint Louis University and a B.S. Business Administration with a specialization in Finance from Southern Illinois University at Edwardsville in 2004.