Prior to joining Edward Jones, I practiced as an attorney in the Chicagoland area for nearly a decade, focusing on the areas of estate planning, probate, adult guardianships and domestic relations. I often found myself working with families in transition, whether it was the death of a loved one or divorce. I prided myself on focusing on client education and communication, through which my clients came out of these transitional phases with confidence and purpose.
During my time as an attorney, I often worked as a team with clients and their financial advisors to develop these plans, but ultimately, when the legal work was done, my work with the client concluded. On the other hand, the clients and their financial advisors had continuing and long-lasting relationships. The desire to stay actively involved with clients in the long-term is what drove me to Edward Jones.
At Edward Jones, we are here to help you and your family navigate difficult times of transition and celebrate during times of success. We work closely with you, your CPA, your attorney, and other professionals to help identify your goals and the best financial strategy for you and your family. Whether your goal is saving for retirement or college education, legacy planning, wealth preservation, or asset protection, we're here to help you identify your goals and create a plan to achieve them.