I have a passion for helping clients achieve their financial objectives through personalized advice. My approach is rooted in understanding not just your finances, but who you are as an individual. By getting to know your unique situation, preferences and ambitions, we create customized financial strategies that align with your life goals and resonate with your values.
Having moved to London from Chicago almost 15 years ago, one of my areas of focus is helping US persons to invest wisely. I joined Edward Jones almost seven years ago after a long career in investment banking. I put that wealth of knowledge to work for my clients.
Our commitment:
- Personalized planning: We tailor every strategy to suit your unique circumstances and evolving priorities
- Holistic approach: We believe that it is important to see your "big picture" and discuss how your goals fit together
- Trust and transparency: Your financial well-being is my priority, and I commit to providing transparent, honest advice at every step
- Access to resources: I put the resources of a world-class firm to work for my clients. From investment recommendations to tactical solutions, we have a dynamic strategy that adapts to changing market conditions
My office:
Your dedicated team is comprised of Sarah Backman and me. Sarah, a senior branch administrator, has been with Edward Jones for 10 years and is integral to our clients. She manages our office and plays a critical role in ensuring that we we deliver the best experience for our clients. She lives in London with her husband and two daughters.
About me:
I live in London with my husband, who is a professor at Western, and my three daughters are at university. I am a Business and Professional Women (BPW) board member. I enjoy playing pickleball and soccer. I have a master's degree in economics from the University of Chicago.
In summary, every strategy and solution I recommend is based on what is important to you. Whether it is retirement, saving for goals like education and home ownership, or protecting what you have built, we follow an established process to determine a roadmap together. I provide unbiased and valuable information while placing your best interests above all else.
Let's have a conversation about how I can provide guidance to help you achieve your financial goals. Call or email today.
