About Edward Jones Investments

Edward Jones Investments

As a financial advisor with Edward Jones Investments in Santa Fe, New Mexico, I am dedicated to helping individuals and families achieve their financial goals. Before we can begin working towards these goals, it is important to first define what is truly important to you and your family. Whether it's putting your children through college, saving for retirement, leaving a legacy for your loved ones, or something else entirely, I am here to help you prioritize your needs and define your goals.

I follow an established process that begins by taking the time to fully understand each person's unique story, purpose, and aspirations. By working closely with your CPA, attorney, and other professionals, I can help determine the most appropriate financial strategy for you. Our holistic process addresses five key areas: investing that aligns with your risk tolerance and goals, tax mitigation and income strategies, protection planning, giving and investing to maximize impact, as well as planning for transferring wealth within or outside of the family.

With a Bachelor's degree from New Mexico State University in sociology and gender and sexuality studies, my passion for education led me to serve as a student ambassador to India for the U.S. Department of State as a Benjamin A. Gilman Scholar in 2013. Additionally, I have spent nearly 10 years in experiential education and continue to teach financial literacy with Junior Achievement in Northern New Mexico public schools during my spare time.

Having been born and raised in Santa Fe has given me a deep understanding of the needs of our community. My experience interviewing people for the NSDUH from 2016-2019 allowed me to connect with individuals from all walks of life across New Mexico and the US. This experience taught me about humanity and the struggles we face when finances are an issue.

My career in the finance industry began in 2021 where I gained experience in insurance, investments, and financial advice before joining Edward Jones in 2024. My reason for serving as a financial advisor is rooted in my belief that by helping clients connect their wealth to what matters most to them - whether it be family or causes they care about - we can uplift ourselves, our families, and our communities.

I am committed to helping you achieve financial success while making meaningful connections between your wealth and what matters most to you. Let's get started on this journey together.
Sincerely,
Emily