I have been an Edward Jones financial advisor in Coral Springs for over a decade and have over 30 years of finance experience. I have been living in Coral Springs for two decades and began my career with Edward Jones because I have a passion for investing and helping people meet their financial goals, and I love my community.
One of the ways I help people is by helping local businesses and nonprofit organizations set up retirement plans, which provide a great opportunity for employees to save for retirement and offer tax advantages for employers.
I help people meet their financial goals with individual retirement accounts – IRA’s and ROTH’s, college saving plans, life insurance, long-term care insurance, long-term disability insurance, and annuities.
I am a current board member of the Tamarac North Lauderdale Chamber of Commerce and a board member of the Pompano Beach, Margate, and Lighthouse Point Chamber of Commerce.
As an Edward Jones financial advisor, I believe it’s important to invest my time understanding what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help ensure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.
My branch office administrator, Melanie Leal, and I are looking forward to meeting with you and explain how we work with our clients.