A close friend spent many years recruiting me to become an Edward Jones financial advisor knowing it would be a perfect fit. Seven short years later, I made the decision to transfer firms and it's been a game changer. I now understand what he's been talking about all these years – Edward Jones has given me all the tools and support to help make a real difference in the lives of my clients.
My first and foremost goal is to be a resource and partner for my clients to help secure and protect their future. I believe it’s important to invest my time in understanding what you are working toward before you invest your money. It is also important to understand the level of risk you are comfortable accepting when investing, so we can balance it with the steps necessary to help you reach your long-term goals.
My branch office administrator, Cheryl Bartley, and I strive each day to provide the most ideal client experience possible. One area we enjoy most is helping our retirees and those about to retire navigate the challenges that this transition in their life presents.
On a personal note, my wife, Christine, and I reside in Ashburn, Virginia and have two grown children, Alexander and Caroline. We are also enamored with our grandchildren, Jayson and Addison. We are big sports fans and enjoy supporting the local football, basketball, hockey and baseball teams. I am also obsessed with my new Pickleball hobby and participate in local leagues.
At Edward Jones, we use an established process to help you build personalized strategies to reach your goals. Let us show you how we can make a difference!
- College Savings
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Portfolio Reviews
- Divorce Finances
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