We would like to thank Edward Jones Financial Advisor: Elise N. Frank for supporting us with a sponsorship and for supporting our commitment to MDI and the surrounding communities.
Growing up on a dairy farm in western Maine, my parents instilled in me the value of planning for the future. When I began my first job, my father recommended that I immediately start saving for retirement. What I initially thought of as minor contributions, in fact, made a significant impact over time; his lesson has allowed me to have more choices in life. I am driven to help my clients overcome the intimidation and apprehension often associated with investing so that they may live their lives with more options, and with as few surprises as possible.
At the beginning of each client relationship, my goal is to understand their current situation and what is most important to them. I work together with clients to build customized strategies and maintain open communication throughout their lifetime to help keep them on track. I am honored to serve clients who value a caring, dedicated partnership. Though I appreciate working with all types of investors, I am especially passionate about helping women facing life transitions.
After 15 years in banking, I joined Edward Jones as a financial advisor in 2016. Shortly thereafter, I was awarded the Zeke McIntyre Pioneer Award, which recognizes the firm’s top performing, new financial advisors. In 2021, I was awarded the firm's exclusive Spirit of Caring Award designed to recognize financial advisors who exemplify the values, culture and spirit of giving back.
My family and I live in Bar Harbor and in our free time, we love to spend time in Acadia National Park.
I invite you to learn more about the benefits of a partnership with my team. Contact my office today. I am happy to connect in person, over the phone or through Zoom at a time convenient for you.