Our mission is to provide client-centered solutions for a select group of clients through processes that help clients organize, build, protect, distribute and transfer their wealth.
My undergraduate engineering education at West Point and graduate degrees in physics and business management provide a strong quantitative foundation for building personalized strategies. My 21 years of service as an officer in the U.S. Army developed the skills necessary to manage and apply Edward Jones resources to each client's specific situation.
Our ideal client is nearing or in retirement. They seek an experienced financial advisor that will understand what is important to them and apply established processes to build personalized strategies to help them reach their goals. The ideal client seeks an advisor with the ability to work in cooperation with tax and legal professionals in order to keep them on track throughout their lives. Examples of clients we serve are individual investors, business owners and clients with the need for trust services.
We provide an ideal client experience by tailoring contact frequency to the client's preference. We spend the time necessary to understand their tolerance for volatility, create and review their strategic goals, communicate the reasons for investment performance, and help them understand the fees they pay.
My staff and I are passionate about bringing value to our clients' families and their heirs. We live for the feedback that our partnership has made a positive difference in their lives.
Phone NumberBill Anderson at (801) 467-2871
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