Years ago, my Edward Jones advisor and friend approached me suggesting that I consider a career change and come to Edward Jones with my years of business background and experience. My response to this suggestion was…"What do I know about that kind of thing?" To which the reply came, "You know the most important thing about financial advising." Really? What's that? - "How important it is to have a strategy regarding your family’s financial future in both good times and bad, your family is very important to you and you've always been careful to make sure that you are responsible and forward thinking regarding its financial future," was his response.

I realized there are many other families out there that know how important a strategy is and want the kind of forward thinking strategy I believed in. I love helping people to develop and carry out a personalized, goal-oriented and process-driven plan.

Whether you are planning for your retirement, some special event like buying your first home or having your first child, or you're needing to save for your kid’s college fund or for your financial legacy, each goal is very important to your family's financial wellbeing.

A relationship with every client is different. Yes, it's a business relationship but so much more. The one constant in my practice is that I must know you and what’s most important to your family so it will be important to me!

As a friend who happens to be a financial advisor, I guide and direct you when your emotions would have you make decisions that do not match your stated goals. That’s my purpose! Like a real-life friend, I want to protect you, to help you to reach your goals. Because of that, often my best clients become lifetime friends and that’s my greatest accomplishment!

Remember, your financial advisor will ultimately affect your biggest dreams, not just a dollar or two. Why not have a very specific strategy and an advisor that understands your dreams well enough to create that strategy?