It is a blessing to find a job that brings me immense joy and satisfaction. Although finance can seem daunting for some, we found that it is possible to create wealth and opportunities for families every day if used correctly. My professional life has been dedicated to helping professionals work hard to achieve their financial goals. I also help them enjoy the things that matter most. To better serve my clients I earned my CFP (r) designation. Stacy is a native El Pasoan and a UMC clinical pharmacist. Aria is our daughter. As well as running 5Ks and occasional marathons, I also enjoy playing tennis, golfing, traveling, and enjoying the outdoors. As the West Side Rotary Club's president-elect, I also serve on the board of Youth For Christ as well as the Rio Grande Cancer Foundation. This is the way Edward Jones Financial Advisors serves our families. 1. Who do we serve? Our team helps professionals in the U.S. and their families manage their finances so they can concentrate on what is most important to them. Our team can help with your strategy to ensure a happy retirement and navigate life's major changes. We also have the ability to assist you in preserving the legacy strategy for future generations. We are happy to offer a second opinion if you have already started your financial journey. 2. We do this: a. We want to get to know you and what your priorities are. What is it? Is it retirement with dignity, charity giving, leisure travel, volunteering in the community, or something else entirely? It could be the freedom to spend more time with your family, or perhaps it's financial independence. b. We then create a plan to assist you in achieving your long-term objectives. Our goal-based approach is centered on your priorities. c. Our team monitors and adapts as necessary, keeping in regular contact to make sure we are aligned with your many life changes. Many families desire to see the fruits of their labor in their estate and legacy strategies. Through a multigenerational strategy, we work closely with families to help them achieve their goals. 3. We do it this way: Investment has become complicated, personal and confusing. Our office keeps things simple. Our office is focused on three basic principles: Quality investments, correct diversification, and a long-term perspective. We are entering into an agreement with you when we work together.