Navigating major life transitions, such as a divorce, blending families, suddenly becoming single, or experiencing job-related changes can impact many areas of life, and most importantly, your financial situation. As an Edward Jones financial advisor, my passion lies in supporting you through these changes with compassion, understanding, and a focus on protecting, rebuilding, and growing your financial capacity. As you go through life transitions, so does your money. Having personally faced similar transitions, I understand the need of a supportive ally and partner in reimagining your personal story. My degree in social work makes me uniquely positioned to professionally support you emotionally and financially in building your financial future, as well as supporting you to confidently thrive thereafter.
Originally from the Midwest, I've had the privilege of living in Austin since 2012, where I spend time volunteering with women's groups, book clubs, and at local parks. My family includes my son, Chase, who is in elementary school, my partner, Mario, and his son, Leo. We enjoy hiking, swimming, fishing, and the great outdoors.
With over ten years of experience as a senior branch office administrator for Edward Jones, I am excited to now be a financial advisor. This shift allows me to deepen my service to the community and make a meaningful impact on the lives of families and businesses. I look forward to supporting you as you plan for your future, prepare for retirement, and find overall financial success.
Of course, it takes a team to provide deep comprehensive services, so Senior Branch Office Administrator, Ann Caylor, with Edward Jones since 2008, is dedicated to meeting your needs with excellence. Ann is known for her warm and compassionate approach and will leave you with a smile.
Please reach out today for a complementary review.