My first goal as your financial advisor is to listen and understand what is most important to you. Next, we utilize an established process to help you build personalized strategies to help you reach those goals.
I take the time to explain, in the simplest terms possible, the strategies and investment principles we will use in managing your finances so that you are knowledgeable, empowered and in control.
Once we have your strategy in place, we will follow up at regular intervals and partner together through life's inevitable ups and downs to help ensure that you stay on track to attain your goals.
As a financial advisor, I enjoy the opportunity to invest in the lives of others by helping them simplify and organize their financial strategies and to help turn their goals into reality.
Through building my practice here at Edward Jones over the past 14 years, I have enjoyed working closely with clients and developing trusted professional relationships and friendships.
My amazing wife, Brie, and I are blessed to have two young sons, Asa and Elijah. In addition to working at Edward Jones, I enjoy investing my time trying to be the best husband and father I can be. I love traveling with my family and enjoy reading good books, trail-running and woodworking.
When you reach out to our office, the first person you will talk to is our branch office administrator, Christine Tevini. A Sonoma County native, she and her husband of 36 years have three sons; Franco, Marco and Rico. In her spare time, Christine sings baritone in a women's a cappella chorus and enjoys walking and cooking family meals for the holidays.
If you have questions or would like a second opinion on your current investments, please give us a call or stop by the office.
We look forward to meeting you.
- Retirement Income Strategies
- Intergenerational Planning
- Business Retirement Plans
- Charitable Giving
- New Investors
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Personal Fitness
Phone NumberDaniel A Myers at (707) 836-0744
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