I am a seasoned financial advisor in my 14th year of serving clients to help them reach their financial goals. My passion is to serve as a partner and mentor to you, guiding you through life events and investment decisions, so that I may provide an impactful difference throughout your life.
As of April 2022, I finished a seven-month journey of completing the Certified Financial Planner Board of Standards educational program and have earned the CFP® certification.
The love of my life, Jennifer, and I have four children, Ayden, Alimarie, Averie and Lakelynn, and our two goldendoodles, Tanner and Auggie. We enjoy baseball, boating on Lake Cumberland and traveling the world.
I am fortunate to work alongside my partner and branch office administrator, Ann Shaffer, who is in her 21st year of providing our clients the highest level of service possible. Ann and I work each day to provide an ideal client experience by striving to treat our clients the way we would want to be treated if the roles were reversed.
As your Edward Jones branch team, we believe it's important to invest our time in understanding your dreams, expectations and goals before I recommend a financial strategy. This approach allows me to tailor an appropriate financial strategy for you and your family.
In my practice, there are four things that I focus on providing throughout our time working together:
- Financial strategies.
- Rising income strategies.
- Asset protection strategies.
- Estate considerations and tax mitigation.
Our ideal clients are primarily individuals who are 15 years or fewer away from retirement and who, among other things, aspire to a work-optional lifestyle. We have a clear and defined process that will help put all the pieces of the financial puzzle together for you.
Our goal is to provide highly personalized service through our holistic approach. All aspects of our practice are aligned to help us better understand and meet your unique goals and needs. We welcome the opportunity to learn about what is most important to you and your financial priorities. Let us show you how we can make a difference.
- Business Retirement Plans
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- Wealth Strategies
- Retirement Income Strategies
Phone NumberChad Tindall at (859) 626-7995
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