I find the most satisfaction in my work when a client leaves my office saying “I feel much better now about my financial future and my plan.” Helping families is what drives my team, whether it’s with college savings, retirement planning, or just helping someone organize and monitor their different investments. We strive to provide our clients a sense of financial peace.
I studied finance for my undergraduate at the University of Tennessee (Knoxville). Later, I earned my M.B.A. from Florida International University. For a number of years, I worked in the Dominican Republic helping small businesses and farmers access financing through an international aid program. I believe one of the fundamental ways to help people is through their finances. This is what led me to Edward Jones and I have the pleasure of serving people in the Farragut community.
My husband and I live in Farragut and enjoy spending time with family and in the outdoors. We look forward to welcoming our first child to our family soon!
If my team and I may be of service to you or if you would benefit from a complimentary review, please do not hesitate to contact me at: email@example.com or call our office at 865-966-9911.
Bruce has the experience you need.