I enjoy my job as an Edward Jones financial advisor because it provides me the ability to help people reach various short- and long-term goals throughout their lives. I believe that spending time to thoroughly understand a client and what they are working toward before investing their money is essential to their success.

Ideal clients include but are not limited to people preparing for and living in retirement, those interested in protecting the financial future of their loved ones and people on either side of a transfer of wealth to the next generation.

Working together with people to develop and monitor specific strategies tailored to their needs while balancing a level of risk they are comfortable with is important. Edward Jones' unique branch team of financial advisor and branch office administrator allows for a more personal experience that supports the firm's dedication to the long-term investor and their needs.

My branch office administrator, Jennifer Ohlsson, works hard along with me to provide the best experience for each client, making sure that every question is answered and task is completed in a timely manner. An Atlanta native, Jennifer recently moved to the area with her family from California to be closer to her parents in Southport. She values the relationships built with each client over time and enjoys being a part of their financial success. In what little spare time she has as a new mother, Jennifer loves reading, spending time at the beach and watching movies with her husband.

As for me, I love the Wilmington area, especially the beaches and waterways. Together with our twin boys and lab, Bella, my wife and I enjoy adventures outdoors.

It's important that each potential client feels comfortable working with us to achieve their financial dreams. If you have questions, don't hesitate to call our office at (910) 794-3983 to set up an in person (Covid-19 compliant), virtual or phone appointment. We look forward to hearing from you.